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 | $63,663 | $85,135-25.2% | $98,907-35.6% | $73,409-13.3% |
| Participation rate | 96.3% | 81.1%+15.2pp | 76.0%+20.3pp | 72.2%+24.2pp |
| Annual return | 12.12% | 19.14%-7.0pp | 196.43%-184.3pp | 59.29%-47.2pp |
| Employer contribution / active EE | $2,471 | $2,721-9.2% | $2,689-8.1% | $2,234+10.6% |
| Participant deferral / active EE | $0 | $4,349-100.0% | $4,244-100.0% | $3,805-100.0% |
| Admin fee / account holder | $3 | $139-97.7% | $6,642-100.0% | $158-98.0% |