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 | $92,795 | $54,320+70.8% | $67,652+37.2% | $52,331+77.3% |
| Participation rate | 83.9% | 73.6%+10.3pp | 75.7%+8.3pp | 68.1%+15.8pp |
| Annual return | -2.19% | 6.81%-9.0pp | 6625.04%-6627.2pp | 4.54%-6.7pp |
| Employer contribution / active EE | $687 | $1,544-55.5% | $2,266-69.7% | $1,882-63.5% |
| Participant deferral / active EE | $3,346 | $2,950+13.4% | $3,560-6.0% | $3,022+10.7% |
| Admin fee / account holder | $12 | $527-97.7% | $4,821-99.8% | $592-98.0% |