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.
Employer 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.
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 | $15,465 | $66,813-76.9% | $100,516-84.6% | $73,488-79.0% |
| Participation rate | 97.6% | 77.5%+20.2pp | 79.4%+18.2pp | 70.7%+27.0pp |
| Annual return | 27.04% | 25.70%+1.3pp | 30.89%-3.8pp | 28.51%-1.5pp |
| Employer contribution / active EE | $357 | $2,147-83.4% | $3,418-89.6% | $2,270-84.3% |
| Participant deferral / active EE | $6,527 | $5,883+11.0% | $6,270+4.1% | $3,740+74.6% |
| Admin fee / account holder | $13 | $512-97.4% | $8,081-99.8% | $513-97.4% |