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 | $13,280 | $52,953-74.9% | $172,739-92.3% | $65,185-79.6% |
| Participation rate | 97.5% | 66.2%+31.3pp | 82.6%+14.9pp | 70.2%+27.3pp |
| Annual return | 18.31% | 30.12%-11.8pp | 802.84%-784.5pp | 29.38%-11.1pp |
| Employer contribution / active EE | $1,523 | $2,190-30.5% | $5,143-70.4% | $2,177-30.0% |
| Participant deferral / active EE | $364 | $2,471-85.3% | $5,198-93.0% | $3,514-89.6% |
| Admin fee / account holder | $8 | $472-98.3% | $13,954-99.9% | $847-99.1% |