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.
Annual investment return 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 | $9,508 | $57,096-83.3% | $94,224-89.9% | $55,191-82.8% |
| Participation rate | 97.8% | 75.7%+22.1pp | 78.8%+19.0pp | 69.2%+28.6pp |
| Annual return | -3.25% | 159.65%-162.9pp | 10.68%-13.9pp | 10.78%-14.0pp |
| Employer contribution / active EE | $1,276 | $1,708-25.3% | $3,587-64.4% | $1,899-32.8% |
| Participant deferral / active EE | $0 | $3,165-100.0% | $4,320-100.0% | $3,046-100.0% |
| Admin fee / account holder | $5 | $89-94.0% | $6,269-99.9% | $91-94.1% |