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 | $68,076 | $57,976+17.4% | $62,995+8.1% | $62,292+9.3% |
| Participation rate | 96.4% | 75.9%+20.5pp | 74.8%+21.6pp | 69.5%+26.9pp |
| Annual return | 10.05% | 17.54%-7.5pp | 87.57%-77.5pp | 28.90%-18.8pp |
| Employer contribution / active EE | $1,466 | $2,415-39.3% | $2,759-46.8% | $2,042-28.2% |
| Participant deferral / active EE | $2,594 | $2,956-12.2% | $3,329-22.1% | $3,169-18.1% |
| Admin fee / account holder | $0 | $276-100.0% | $3,600-100.0% | $479-100.0% |