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 | $12,837 | $75,828-83.1% | $147,614-91.3% | $59,632-78.5% |
| Participation rate | 75.3% | 71.6%+3.7pp | 84.6%-9.4pp | 68.7%+6.6pp |
| Annual return | -0.48% | 0.37%-0.8pp | 61.98%-62.5pp | 2041.28%-2041.8pp |
| Employer contribution / active EE | $1,369 | $3,485-60.7% | $5,564-75.4% | $2,203-37.9% |
| Participant deferral / active EE | $2,197 | $3,130-29.8% | $4,895-55.1% | $3,192-31.2% |
| Admin fee / account holder | $0 | $5,985-100.0% | $11,611-100.0% | $4,297-100.0% |