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 | $81,151 | $91,552-11.4% | $133,956-39.4% | $79,858+1.6% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 2.17% | 61.85%-59.7pp | 45.09%-42.9pp | 31.71%-29.5pp |
| Employer contribution / active EE | $5,063 | $2,384+112.4% | $3,919+29.2% | $2,471+104.9% |
| Participant deferral / active EE | $3,710 | $3,733-0.6% | $5,048-26.5% | $3,740-0.8% |
| Admin fee / account holder | $5 | $6,321-99.9% | $8,927-99.9% | $5,306-99.9% |