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 | $15,512 | $53,127-70.8% | $86,590-82.1% | $70,131-77.9% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 7.59% | 27.66%-20.1pp | 964.84%-957.2pp | 73.14%-65.5pp |
| Employer contribution / active EE | $627 | $2,068-69.7% | $2,839-77.9% | $2,342-73.3% |
| Participant deferral / active EE | $1,032 | $2,696-61.7% | $3,609-71.4% | $3,332-69.0% |
| Admin fee / account holder | $167 | $3,585-95.3% | $4,906-96.6% | $4,645-96.4% |