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 | $8,716 | $58,879-85.2% | $178,490-95.1% | $73,488-88.1% |
| Participation rate | 91.7% | 66.2%+25.5pp | 81.9%+9.8pp | 70.7%+21.0pp |
| Annual return | 12.32% | 24.86%-12.5pp | 151.07%-138.7pp | 28.51%-16.2pp |
| Employer contribution / active EE | $963 | $2,236-56.9% | $5,011-80.8% | $2,270-57.6% |
| Participant deferral / active EE | $885 | $2,567-65.5% | $5,202-83.0% | $3,740-76.3% |
| Admin fee / account holder | $9 | $400-97.8% | $13,984-99.9% | $513-98.3% |