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 | $6,047 | $49,138-87.7% | $84,015-92.8% | $65,185-90.7% |
| Participation rate | 94.7% | 60.7%+33.9pp | 69.0%+25.7pp | 70.2%+24.5pp |
| Annual return | 43.45% | 23.00%+20.5pp | 71.31%-27.9pp | 29.38%+14.1pp |
| Employer contribution / active EE | $0 | $914-100.0% | $1,983-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $3,549 | $2,397+48.1% | $3,239+9.6% | $3,514+1.0% |
| Admin fee / account holder | $0 | $543-99.9% | $6,101-100.0% | $847-100.0% |