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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $13,000 | $54,762-76.3% | $90,281-85.6% | $72,985-82.2% |
| Participation rate | 100.0% | 65.1%+34.9pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 13.97% | 30.63%-16.7pp | 78.10%-64.1pp | 81.00%-67.0pp |
| Employer contribution / active EE | $665 | $2,092-68.2% | $2,854-76.7% | $2,440-72.7% |
| Participant deferral / active EE | $929 | $2,887-67.8% | $3,885-76.1% | $3,607-74.3% |
| Admin fee / account holder | $111 | $3,972-97.2% | $5,351-97.9% | $5,124-97.8% |