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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $7,012 | $51,769-86.5% | $57,343-87.8% | $52,331-86.6% |
| Participation rate | 92.4% | 75.2%+17.1pp | 75.1%+17.3pp | 68.1%+24.3pp |
| Annual return | 1.41% | 2.43%-1.0pp | 24.39%-23.0pp | 4.54%-3.1pp |
| Employer contribution / active EE | $521 | $2,335-77.7% | $2,689-80.6% | $1,882-72.3% |
| Participant deferral / active EE | $1,047 | $2,794-62.5% | $3,162-66.9% | $3,022-65.4% |
| Admin fee / account holder | $4 | $295-98.7% | $3,356-99.9% | $592-99.4% |