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 | $8,629 | $61,272-85.9% | $149,673-94.2% | $71,457-87.9% |
| Participation rate | 83.1% | 62.5%+20.6pp | 78.8%+4.4pp | 67.9%+15.2pp |
| Annual return | 19.66% | 35.85%-16.2pp | 134.42%-114.8pp | 28.85%-9.2pp |
| Employer contribution / active EE | $1,625 | $2,378-31.7% | $4,818-66.3% | $2,588-37.2% |
| Participant deferral / active EE | $928 | $2,917-68.2% | $5,680-83.7% | $4,289-78.4% |
| Admin fee / account holder | $3 | $1,261-99.8% | $13,210-100.0% | $1,587-99.8% |