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 | $25,633 | $63,299-59.5% | $91,001-71.8% | $62,292-58.8% |
| Participation rate | 76.4% | 73.3%+3.1pp | 75.6%+0.8pp | 69.5%+6.8pp |
| Annual return | 18.85% | 20.99%-2.1pp | 4.60%+14.2pp | 28.90%-10.1pp |
| Employer contribution / active EE | $1,224 | $1,807-32.2% | $2,456-50.1% | $2,042-40.0% |
| Participant deferral / active EE | $2,252 | $2,943-23.5% | $3,547-36.5% | $3,169-28.9% |
| Admin fee / account holder | $61 | $468-87.0% | $5,417-98.9% | $479-87.3% |