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 | $44,966 | $67,228-33.1% | $117,854-61.8% | $77,958-42.3% |
| Participation rate | 99.4% | 79.4%+20.0pp | 79.7%+19.8pp | 71.6%+27.8pp |
| Annual return | -11.79% | 19.13%-30.9pp | 335.08%-346.9pp | 20.87%-32.7pp |
| Employer contribution / active EE | $1,596 | $2,211-27.8% | $3,786-57.8% | $2,310-30.9% |
| Participant deferral / active EE | $0 | $3,653-100.0% | $4,482-100.0% | $3,537-100.0% |
| Admin fee / account holder | $0 | $76-100.0% | $8,020-100.0% | $97-100.0% |