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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $60,604 | $60,349+0.4% | $74,183-18.3% | $62,891-3.6% |
| Participation rate | 95.3% | 72.7%+22.6pp | 76.6%+18.7pp | 69.3%+26.0pp |
| Annual return | 1.15% | 21.37%-20.2pp | 17.74%-16.6pp | 20.14%-19.0pp |
| Employer contribution / active EE | $1,844 | $1,680+9.7% | $2,370-22.2% | $2,281-19.2% |
| Participant deferral / active EE | $2,394 | $2,856-16.2% | $3,550-32.5% | $3,203-25.2% |
| Admin fee / account holder | $0 | $4,261-100.0% | $5,586-100.0% | $4,296-100.0% |