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 | $12,673 | $51,620-75.4% | $90,281-86.0% | $65,185-80.6% |
| Participation rate | 100.0% | 68.6%+31.4pp | 73.3%+26.7pp | 70.2%+29.8pp |
| Annual return | 6.29% | 24.94%-18.6pp | 78.10%-71.8pp | 29.38%-23.1pp |
| Employer contribution / active EE | $917 | $2,235-59.0% | $2,854-67.9% | $2,177-57.9% |
| Participant deferral / active EE | $867 | $2,871-69.8% | $3,885-77.7% | $3,514-75.3% |
| Admin fee / account holder | $42 | $384-88.9% | $5,351-99.2% | $847-95.0% |