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 | $6,602 | $99,020-93.3% | $86,590-92.4% | $147,584-95.5% |
| Participation rate | 95.0% | 76.3%+18.7pp | 73.5%+21.5pp | 82.8%+12.2pp |
| Annual return | 14.10% | 1312.34%-1298.2pp | 964.84%-950.7pp | 578.55%-564.4pp |
| Employer contribution / active EE | $405 | $3,132-87.1% | $2,839-85.7% | $4,876-91.7% |
| Participant deferral / active EE | $1,042 | $3,972-73.8% | $3,609-71.1% | $5,439-80.8% |
| Admin fee / account holder | $151 | $5,710-97.3% | $4,906-96.9% | $10,885-98.6% |