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 | $91,646 | $80,753+13.5% | $136,294-32.8% | $62,292+47.1% |
| Participation rate | 77.8% | 73.5%+4.2pp | 81.9%-4.1pp | 69.5%+8.3pp |
| Annual return | 15.12% | 35.83%-20.7pp | 5155.94%-5140.8pp | 28.90%-13.8pp |
| Employer contribution / active EE | $2,007 | $2,884-30.4% | $4,695-57.3% | $2,042-1.7% |
| Participant deferral / active EE | $3,986 | $5,164-22.8% | $6,247-36.2% | $3,169+25.8% |
| Admin fee / account holder | $0 | $525-100.0% | $9,243-100.0% | $479-100.0% |