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 | $35,828 | $98,982-63.8% | $162,163-77.9% | $65,185-45.0% |
| Participation rate | 79.3% | 85.8%-6.5pp | 87.6%-8.3pp | 70.2%+9.1pp |
| Annual return | 43.41% | 24.84%+18.6pp | 115.59%-72.2pp | 29.38%+14.0pp |
| Employer contribution / active EE | $1,789 | $3,467-48.4% | $5,614-68.1% | $2,177-17.8% |
| Participant deferral / active EE | $4,099 | $5,384-23.9% | $7,298-43.8% | $3,514+16.6% |
| Admin fee / account holder | $9 | $596-98.6% | $10,843-99.9% | $847-99.0% |