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 8-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 | $7,625 | $65,322-88.3% | $70,449-89.2% | $73,488-89.6% |
| Participation rate | 93.8% | 77.0%+16.9pp | 75.1%+18.8pp | 70.7%+23.1pp |
| Annual return | 7.43% | 15.71%-8.3pp | 109.03%-101.6pp | 28.51%-21.1pp |
| Employer contribution / active EE | $1,602 | $2,460-34.9% | $2,737-41.5% | $2,270-29.4% |
| Participant deferral / active EE | $2,235 | $3,375-33.8% | $3,709-39.7% | $3,740-40.2% |
| Admin fee / account holder | $19 | $214-91.2% | $3,845-99.5% | $513-96.3% |