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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $19,959 | $52,953-62.3% | $172,739-88.4% | $65,185-69.4% |
| Participation rate | 71.2% | 66.2%+5.0pp | 82.6%-11.5pp | 70.2%+1.0pp |
| Annual return | 7.30% | 30.12%-22.8pp | 802.84%-795.5pp | 29.38%-22.1pp |
| Employer contribution / active EE | $2,180 | $2,190-0.5% | $5,143-57.6% | $2,177+0.1% |
| Participant deferral / active EE | $1,742 | $2,471-29.5% | $5,198-66.5% | $3,514-50.4% |
| Admin fee / account holder | $32 | $472-93.2% | $13,954-99.8% | $847-96.2% |