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 | $36,493 | $80,753-54.8% | $136,294-73.2% | $62,292-41.4% |
| Participation rate | 88.1% | 73.5%+14.5pp | 81.9%+6.2pp | 69.5%+18.6pp |
| Annual return | 12.54% | 35.83%-23.3pp | 5155.94%-5143.4pp | 28.90%-16.4pp |
| Employer contribution / active EE | $5,285 | $2,884+83.3% | $4,695+12.5% | $2,042+158.8% |
| Participant deferral / active EE | $0 | $5,164-100.0% | $6,247-100.0% | $3,169-100.0% |
| Admin fee / account holder | $94 | $525-82.1% | $9,243-99.0% | $479-80.4% |