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 | $22,126 | $58,879-62.4% | $178,490-87.6% | $73,488-69.9% |
| Participation rate | 75.0% | 66.2%+8.8pp | 81.9%-6.9pp | 70.7%+4.3pp |
| Annual return | 1.59% | 24.86%-23.3pp | 151.07%-149.5pp | 28.51%-26.9pp |
| Employer contribution / active EE | $2,626 | $2,236+17.4% | $5,011-47.6% | $2,270+15.7% |
| Participant deferral / active EE | $2,341 | $2,567-8.8% | $5,202-55.0% | $3,740-37.4% |
| Admin fee / account holder | $9 | $400-97.8% | $13,984-99.9% | $513-98.3% |