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 | $83,425 | $83,477-0.1% | $125,175-33.4% | $72,985+14.3% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.5%+30.5pp |
| Annual return | 2.64% | 25.78%-23.1pp | 43.79%-41.1pp | 81.00%-78.4pp |
| Employer contribution / active EE | $4,878 | $2,345+108.0% | $3,865+26.2% | $2,440+99.9% |
| Participant deferral / active EE | $3,580 | $3,585-0.1% | $4,937-27.5% | $3,607-0.8% |
| Admin fee / account holder | $5 | $5,517-99.9% | $9,702-99.9% | $5,124-99.9% |