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 | $14,547 | $70,002-79.2% | $115,037-87.4% | $52,331-72.2% |
| Participation rate | 80.0% | 72.1%+7.9pp | 81.4%-1.4pp | 68.1%+11.9pp |
| Annual return | 0.48% | 4.04%-3.6pp | 26.14%-25.7pp | 4.54%-4.1pp |
| Employer contribution / active EE | $3,101 | $2,715+14.2% | $4,608-32.7% | $1,882+64.8% |
| Participant deferral / active EE | $2,675 | $4,920-45.6% | $6,026-55.6% | $3,022-11.5% |
| Admin fee / account holder | $9 | $566-98.4% | $8,175-99.9% | $592-98.4% |