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 7-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 | $165,701 | $107,378+54.3% | $108,579+52.6% | $57,658+187.4% |
| Participation rate | 89.5% | 77.1%+12.4pp | 79.6%+9.9pp | 70.2%+19.3pp |
| Annual return | 5.82% | 12.80%-7.0pp | -51.70%+57.5pp | 5.13%+0.7pp |
| Employer contribution / active EE | $2,286 | $1,782+28.3% | $3,758-39.2% | $1,974+15.8% |
| Participant deferral / active EE | $6,290 | $3,221+95.3% | $4,311+45.9% | $3,061+105.5% |
| Admin fee / account holder | $10 | $108-90.4% | $7,645-99.9% | $95-89.0% |