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 | $20,029 | $57,976-65.5% | $62,995-68.2% | $62,292-67.8% |
| Participation rate | 97.7% | 75.9%+21.7pp | 74.8%+22.9pp | 69.5%+28.2pp |
| Annual return | 13.23% | 17.54%-4.3pp | 87.57%-74.3pp | 28.90%-15.7pp |
| Employer contribution / active EE | $2,942 | $2,415+21.8% | $2,759+6.6% | $2,042+44.1% |
| Participant deferral / active EE | $0 | $2,956-100.0% | $3,329-100.0% | $3,169-100.0% |
| Admin fee / account holder | $0 | $276-100.0% | $3,600-100.0% | $479-100.0% |