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.
Annual investment return 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 | $14,681 | $80,753-81.8% | $136,294-89.2% | $62,292-76.4% |
| Participation rate | 93.7% | 73.5%+20.2pp | 81.9%+11.8pp | 69.5%+24.2pp |
| Annual return | 15.34% | 35.83%-20.5pp | 5155.94%-5140.6pp | 28.90%-13.6pp |
| Employer contribution / active EE | $2,142 | $2,884-25.7% | $4,695-54.4% | $2,042+4.9% |
| Participant deferral / active EE | $4,302 | $5,164-16.7% | $6,247-31.1% | $3,169+35.8% |
| Admin fee / account holder | $13 | $525-97.4% | $9,243-99.9% | $479-97.2% |