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 9-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 | $23,395 | $89,652-73.9% | $141,162-83.4% | $65,185-64.1% |
| Participation rate | 70.9% | 74.7%-3.8pp | 82.5%-11.5pp | 70.2%+0.7pp |
| Annual return | 28.11% | 32.79%-4.7pp | 71.39%-43.3pp | 29.38%-1.3pp |
| Employer contribution / active EE | $2,557 | $3,065-16.6% | $4,735-46.0% | $2,177+17.5% |
| Participant deferral / active EE | $4,224 | $5,691-25.8% | $6,709-37.0% | $3,514+20.2% |
| Admin fee / account holder | $49 | $569-91.4% | $10,261-99.5% | $847-94.2% |