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 | $163,688 | $72,277+126.5% | $101,248+61.7% | $79,858+105.0% |
| Participation rate | 94.9% | 68.5%+26.4pp | 75.8%+19.1pp | 69.6%+25.3pp |
| Annual return | 6.70% | 22.30%-15.6pp | 46.47%-39.8pp | 31.71%-25.0pp |
| Employer contribution / active EE | $1,869 | $2,692-30.6% | $3,660-48.9% | $2,471-24.4% |
| Participant deferral / active EE | $6,140 | $3,282+87.1% | $4,370+40.5% | $3,740+64.2% |
| Admin fee / account holder | $48 | $4,400-98.9% | $5,945-99.2% | $5,306-99.1% |