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 | $18,360 | $72,177-74.6% | $115,037-84.0% | $59,632-69.2% |
| Participation rate | 98.7% | 72.6%+26.2pp | 81.4%+17.3pp | 68.7%+30.0pp |
| Annual return | -1.87% | 12.02%-13.9pp | 26.14%-28.0pp | 2041.28%-2043.2pp |
| Employer contribution / active EE | $3,157 | $2,841+11.1% | $4,608-31.5% | $2,203+43.3% |
| Participant deferral / active EE | $4,722 | $4,783-1.3% | $6,026-21.7% | $3,192+47.9% |
| Admin fee / account holder | $174 | $4,927-96.5% | $8,175-97.9% | $4,297-95.9% |