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 | $163,920 | $51,620+217.6% | $90,281+81.6% | $65,185+151.5% |
| Participation rate | 96.0% | 68.6%+27.4pp | 73.3%+22.8pp | 70.2%+25.8pp |
| Annual return | 1.92% | 24.94%-23.0pp | 78.10%-76.2pp | 29.38%-27.5pp |
| Employer contribution / active EE | $4,668 | $2,235+108.9% | $2,854+63.5% | $2,177+114.5% |
| Participant deferral / active EE | $5,534 | $2,871+92.8% | $3,885+42.4% | $3,514+57.5% |
| Admin fee / account holder | $0 | $384-100.0% | $5,351-100.0% | $847-100.0% |