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 | $38,009 | $54,590-30.4% | $81,930-53.6% | $73,488-48.3% |
| Participation rate | 99.0% | 68.3%+30.7pp | 72.0%+27.0pp | 70.7%+28.4pp |
| Annual return | 2.89% | 17.74%-14.8pp | 29.49%-26.6pp | 28.51%-25.6pp |
| Employer contribution / active EE | $3,233 | $1,636+97.6% | $4,310-25.0% | $2,270+42.4% |
| Participant deferral / active EE | $0 | $2,759-100.0% | $7,107-100.0% | $3,740-100.0% |
| Admin fee / account holder | $13 | $592-97.8% | $5,158-99.7% | $513-97.4% |