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 | $110,122 | $89,652+22.8% | $141,162-22.0% | $65,185+68.9% |
| Participation rate | 78.3% | 74.7%+3.6pp | 82.5%-4.1pp | 70.2%+8.1pp |
| Annual return | 19.81% | 32.79%-13.0pp | 71.39%-51.6pp | 29.38%-9.6pp |
| Employer contribution / active EE | $2,243 | $3,065-26.8% | $4,735-52.6% | $2,177+3.0% |
| Participant deferral / active EE | $4,218 | $5,691-25.9% | $6,709-37.1% | $3,514+20.1% |
| Admin fee / account holder | $0 | $569-100.0% | $10,261-100.0% | $847-100.0% |