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 | $13,060 | $43,504-70.0% | $68,793-81.0% | $56,287-76.8% |
| Participation rate | 93.0% | 67.8%+25.1pp | 72.2%+20.8pp | 69.9%+23.1pp |
| Annual return | 6.46% | -3.15%+9.6pp | -4.63%+11.1pp | -9.96%+16.4pp |
| Employer contribution / active EE | $625 | $1,525-59.0% | $2,625-76.2% | $2,111-70.4% |
| Participant deferral / active EE | $0 | $2,509-100.0% | $3,311-100.0% | $3,350-100.0% |
| Admin fee / account holder | $4 | $515-99.3% | $5,131-99.9% | $521-99.3% |