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 | $22,396 | $85,202-73.7% | $172,739-87.0% | $72,985-69.3% |
| Participation rate | 98.9% | 70.1%+28.9pp | 82.6%+16.3pp | 69.5%+29.4pp |
| Annual return | 4.23% | 27.32%-23.1pp | 802.84%-798.6pp | 81.00%-76.8pp |
| Employer contribution / active EE | $688 | $3,324-79.3% | $5,143-86.6% | $2,440-71.8% |
| Participant deferral / active EE | $1,460 | $3,260-55.2% | $5,198-71.9% | $3,607-59.5% |
| Admin fee / account holder | $0 | $5,884-100.0% | $13,954-100.0% | $5,124-100.0% |