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 | $39,258 | $55,453-29.2% | $170,442-77.0% | $62,292-37.0% |
| Participation rate | 77.8% | 66.4%+11.4pp | 83.6%-5.8pp | 69.5%+8.3pp |
| Annual return | 12.03% | 21.38%-9.3pp | 205.93%-193.9pp | 28.90%-16.9pp |
| Employer contribution / active EE | $2,342 | $2,164+8.3% | $5,433-56.9% | $2,042+14.7% |
| Participant deferral / active EE | $4,014 | $2,303+74.3% | $4,939-18.7% | $3,169+26.6% |
| Admin fee / account holder | $22 | $455-95.1% | $13,880-99.8% | $479-95.3% |