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 | $19,956 | $44,850-55.5% | $60,547-67.0% | $59,632-66.5% |
| Participation rate | 70.3% | 59.5%+10.8pp | 68.0%+2.4pp | 68.7%+1.6pp |
| Annual return | -2.87% | 1074.14%-1077.0pp | 335.64%-338.5pp | 2041.28%-2044.2pp |
| Employer contribution / active EE | $2,159 | $1,462+47.7% | $2,419-10.8% | $2,203-2.0% |
| Participant deferral / active EE | $5,388 | $2,230+141.6% | $3,328+61.9% | $3,192+68.8% |
| Admin fee / account holder | $3 | $3,635-99.9% | $4,536-99.9% | $4,297-99.9% |