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 | $14,078 | $48,076-70.7% | $78,689-82.1% | $62,891-77.6% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.6%+26.4pp | 69.3%+30.7pp |
| Annual return | 3.86% | 31.35%-27.5pp | 62.18%-58.3pp | 20.14%-16.3pp |
| Employer contribution / active EE | $721 | $2,015-64.2% | $2,851-74.7% | $2,281-68.4% |
| Participant deferral / active EE | $1,228 | $2,588-52.5% | $3,517-65.1% | $3,203-61.6% |
| Admin fee / account holder | $164 | $3,207-94.9% | $4,510-96.4% | $4,296-96.2% |