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 | $17,924 | $60,165-70.2% | $74,183-75.8% | $55,167-67.5% |
| Participation rate | 93.1% | 74.2%+19.0pp | 76.6%+16.5pp | 69.0%+24.1pp |
| Annual return | 7.88% | 10.00%-2.1pp | 17.74%-9.9pp | 169.23%-161.3pp |
| Employer contribution / active EE | $1,106 | $1,600-30.8% | $2,370-53.3% | $1,963-43.6% |
| Participant deferral / active EE | $1,870 | $2,973-37.1% | $3,550-47.3% | $3,054-38.8% |
| Admin fee / account holder | $13 | $419-97.0% | $5,586-99.8% | $504-97.5% |