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 | $15,995 | $54,590-70.7% | $81,930-80.5% | $73,488-78.2% |
| Participation rate | 74.3% | 68.3%+6.0pp | 72.0%+2.3pp | 70.7%+3.6pp |
| Annual return | 15.26% | 17.74%-2.5pp | 29.49%-14.2pp | 28.51%-13.3pp |
| Employer contribution / active EE | $1,431 | $1,636-12.5% | $4,310-66.8% | $2,270-37.0% |
| Participant deferral / active EE | $2,359 | $2,759-14.5% | $7,107-66.8% | $3,740-36.9% |
| Admin fee / account holder | $16 | $592-97.2% | $5,158-99.7% | $513-96.8% |