See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,929 | $46,732-74.5% | $156,549-92.4% | $55,167-78.4% |
| Participation rate | 99.4% | 65.8%+33.6pp | 84.0%+15.4pp | 69.0%+30.4pp |
| Annual return | 39.04% | 17.72%+21.3pp | 32.23%+6.8pp | 169.23%-130.2pp |
| Employer contribution / active EE | $1,491 | $2,105-29.2% | $5,501-72.9% | $1,963-24.0% |
| Participant deferral / active EE | $249 | $2,204-88.7% | $4,871-94.9% | $3,054-91.8% |
| Admin fee / account holder | $2 | $418-99.6% | $13,027-100.0% | $504-99.6% |