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 | $37,931 | $50,666-25.1% | $76,817-50.6% | $65,185-41.8% |
| Participation rate | 98.6% | 68.8%+29.7pp | 72.1%+26.5pp | 70.2%+28.4pp |
| Annual return | 2.51% | 28.51%-26.0pp | 1166.11%-1163.6pp | 29.38%-26.9pp |
| Employer contribution / active EE | $3,112 | $1,575+97.6% | $2,302+35.2% | $2,177+43.0% |
| Participant deferral / active EE | $0 | $2,647-100.0% | $3,336-100.0% | $3,514-100.0% |
| Admin fee / account holder | $4 | $463-99.1% | $6,420-99.9% | $847-99.5% |