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 | $54,388 | $46,360+17.3% | $147,614-63.2% | $52,331+3.9% |
| Participation rate | 100.0% | 64.9%+35.1pp | 84.6%+15.4pp | 68.1%+31.9pp |
| Annual return | -2.20% | 1.62%-3.8pp | 61.98%-64.2pp | 4.54%-6.7pp |
| Employer contribution / active EE | $7,150 | $2,126+236.3% | $5,564+28.5% | $1,882+280.0% |
| Participant deferral / active EE | $4,262 | $2,258+88.8% | $4,895-12.9% | $3,022+41.0% |
| Admin fee / account holder | $48 | $766-93.8% | $11,611-99.6% | $592-92.0% |