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.
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 | $32,724 | $52,953-38.2% | $172,739-81.1% | $65,185-49.8% |
| Participation rate | 98.9% | 66.2%+32.8pp | 82.6%+16.3pp | 70.2%+28.7pp |
| Annual return | 5.24% | 30.12%-24.9pp | 802.84%-797.6pp | 29.38%-24.1pp |
| Employer contribution / active EE | $1,288 | $2,190-41.2% | $5,143-75.0% | $2,177-40.8% |
| Participant deferral / active EE | $0 | $2,471-100.0% | $5,198-100.0% | $3,514-100.0% |
| Admin fee / account holder | $0 | $472-100.0% | $13,954-100.0% | $847-100.0% |