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 | $13,574 | $45,035-69.9% | $62,995-78.5% | $70,131-80.6% |
| Participation rate | 82.8% | 69.5%+13.2pp | 74.8%+8.0pp | 69.5%+13.2pp |
| Annual return | 8.97% | 18.76%-9.8pp | 87.57%-78.6pp | 73.14%-64.2pp |
| Employer contribution / active EE | $0 | $2,051-100.0% | $2,759-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $984 | $2,465-60.1% | $3,329-70.4% | $3,332-70.5% |
| Admin fee / account holder | $0 | $2,834-100.0% | $3,600-100.0% | $4,645-100.0% |