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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $22,029 | $80,753-72.7% | $136,294-83.8% | $62,292-64.6% |
| Participation rate | 72.9% | 73.5%-0.7pp | 81.9%-9.0pp | 69.5%+3.4pp |
| Annual return | 19.93% | 35.83%-15.9pp | 5155.94%-5136.0pp | 28.90%-9.0pp |
| Employer contribution / active EE | $547 | $2,884-81.0% | $4,695-88.4% | $2,042-73.2% |
| Participant deferral / active EE | $2,188 | $5,164-57.6% | $6,247-65.0% | $3,169-31.0% |
| Admin fee / account holder | $27 | $525-94.8% | $9,243-99.7% | $479-94.3% |