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 | $63,342 | $59,535+6.4% | $90,160-29.7% | $62,292+1.7% |
| Participation rate | 98.6% | 73.0%+25.5pp | 76.9%+21.7pp | 69.5%+29.1pp |
| Annual return | 15.36% | 23.53%-8.2pp | 34.88%-19.5pp | 28.90%-13.5pp |
| Employer contribution / active EE | $2,214 | $1,826+21.3% | $3,318-33.3% | $2,042+8.4% |
| Participant deferral / active EE | $3,822 | $4,639-17.6% | $5,288-27.7% | $3,169+20.6% |
| Admin fee / account holder | $12 | $337-96.5% | $5,943-99.8% | $479-97.6% |