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 | $2,350 | $58,726-96.0% | $92,233-97.5% | $62,292-96.2% |
| Participation rate | 86.8% | 68.3%+18.5pp | 76.5%+10.4pp | 69.5%+17.3pp |
| Annual return | 17.38% | 43.62%-26.2pp | 176.28%-158.9pp | 28.90%-11.5pp |
| Employer contribution / active EE | $598 | $2,392-75.0% | $3,679-83.7% | $2,042-70.7% |
| Participant deferral / active EE | $1,336 | $2,766-51.7% | $3,897-65.7% | $3,169-57.8% |
| Admin fee / account holder | $24 | $556-95.7% | $5,194-99.5% | $479-95.1% |