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.
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 | $5,300 | $56,629-90.6% | $77,999-93.2% | $55,167-90.4% |
| Participation rate | 77.3% | 73.3%+4.0pp | 75.5%+1.8pp | 69.0%+8.3pp |
| Annual return | 11.17% | 2866.98%-2855.8pp | 425.96%-414.8pp | 169.23%-158.1pp |
| Employer contribution / active EE | $735 | $1,723-57.3% | $2,470-70.2% | $1,963-62.5% |
| Participant deferral / active EE | $2,019 | $2,777-27.3% | $3,497-42.3% | $3,054-33.9% |
| Admin fee / account holder | $69 | $467-85.1% | $5,480-98.7% | $504-86.2% |