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 | $72,704 | $80,177-9.3% | $123,892-41.3% | $57,658+26.1% |
| Participation rate | 97.5% | 74.4%+23.1pp | 81.4%+16.1pp | 70.2%+27.3pp |
| Annual return | 0.86% | 17.90%-17.0pp | 47.52%-46.7pp | 5.13%-4.3pp |
| Employer contribution / active EE | $4,979 | $2,913+71.0% | $4,617+7.8% | $1,974+152.3% |
| Participant deferral / active EE | $0 | $5,130-100.0% | $5,984-100.0% | $3,061-100.0% |
| Admin fee / account holder | $0 | $106-99.9% | $8,357-100.0% | $95-99.8% |