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 | $31,078 | $98,982-68.6% | $162,163-80.8% | $65,185-52.3% |
| Participation rate | 88.3% | 85.8%+2.5pp | 87.6%+0.7pp | 70.2%+18.1pp |
| Annual return | 24.20% | 24.84%-0.6pp | 115.59%-91.4pp | 29.38%-5.2pp |
| Employer contribution / active EE | $1,856 | $3,467-46.5% | $5,614-66.9% | $2,177-14.7% |
| Participant deferral / active EE | $3,102 | $5,384-42.4% | $7,298-57.5% | $3,514-11.7% |
| Admin fee / account holder | $30 | $596-95.0% | $10,843-99.7% | $847-96.5% |