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.
Participant contribution per participant 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 | $10,190 | $56,357-81.9% | $104,294-90.2% | $68,494-85.1% |
| Participation rate | 98.8% | 63.3%+35.5pp | 73.3%+25.5pp | 67.9%+30.9pp |
| Annual return | -7.04% | -9.19%+2.1pp | 24.61%-31.6pp | -7.84%+0.8pp |
| Employer contribution / active EE | $1,906 | $1,960-2.8% | $3,372-43.5% | $2,596-26.6% |
| Participant deferral / active EE | $465 | $3,077-84.9% | $4,625-89.9% | $4,027-88.5% |
| Admin fee / account holder | $34 | $4,903-99.3% | $7,339-99.5% | $5,403-99.4% |