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.
Annual investment return 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.
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 | $13,346 | $54,590-75.6% | $81,930-83.7% | $73,488-81.8% |
| Participation rate | 87.5% | 68.3%+19.2pp | 72.0%+15.5pp | 70.7%+16.8pp |
| Annual return | 8.03% | 17.74%-9.7pp | 29.49%-21.5pp | 28.51%-20.5pp |
| Employer contribution / active EE | $646 | $1,636-60.5% | $4,310-85.0% | $2,270-71.5% |
| Participant deferral / active EE | $0 | $2,759-100.0% | $7,107-100.0% | $3,740-100.0% |
| Admin fee / account holder | $6 | $592-99.0% | $5,158-99.9% | $513-98.9% |