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 | $18,445 | $57,096-67.7% | $94,224-80.4% | $55,191-66.6% |
| Participation rate | 81.0% | 75.7%+5.3pp | 78.8%+2.2pp | 69.2%+11.8pp |
| Annual return | 2.20% | 159.65%-157.4pp | 10.68%-8.5pp | 10.78%-8.6pp |
| Employer contribution / active EE | $865 | $1,708-49.3% | $3,587-75.9% | $1,899-54.4% |
| Participant deferral / active EE | $2,149 | $3,165-32.1% | $4,320-50.3% | $3,046-29.5% |
| Admin fee / account holder | $17 | $89-81.3% | $6,269-99.7% | $91-81.6% |