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 | $22,533 | $98,982-77.2% | $162,163-86.1% | $65,185-65.4% |
| Participation rate | 100.0% | 85.8%+14.2pp | 87.6%+12.4pp | 70.2%+29.8pp |
| Annual return | 26.66% | 24.84%+1.8pp | 115.59%-88.9pp | 29.38%-2.7pp |
| Employer contribution / active EE | $2,317 | $3,467-33.2% | $5,614-58.7% | $2,177+6.4% |
| Participant deferral / active EE | $3,312 | $5,384-38.5% | $7,298-54.6% | $3,514-5.7% |
| Admin fee / account holder | $46 | $596-92.4% | $10,843-99.6% | $847-94.6% |