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 | $108,912 | $84,948+28.2% | $70,449+54.6% | $73,409+48.4% |
| Participation rate | 98.9% | 79.9%+19.0pp | 75.1%+23.9pp | 72.2%+26.7pp |
| Annual return | 3.94% | 13.39%-9.4pp | 109.03%-105.1pp | 59.29%-55.4pp |
| Employer contribution / active EE | $4,036 | $2,834+42.4% | $2,737+47.5% | $2,234+80.7% |
| Participant deferral / active EE | $5,051 | $3,387+49.1% | $3,709+36.2% | $3,805+32.7% |
| Admin fee / account holder | $92 | $98-6.4% | $3,845-97.6% | $158-41.8% |