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 | $145,681 | $65,395+122.8% | $182,532-20.2% | $72,985+99.6% |
| Participation rate | 98.9% | 65.4%+33.5pp | 78.0%+21.0pp | 69.5%+29.5pp |
| Annual return | 17.21% | 27.68%-10.5pp | 148.54%-131.3pp | 81.00%-63.8pp |
| Employer contribution / active EE | $6,037 | $1,911+215.9% | $4,076+48.1% | $2,440+147.4% |
| Participant deferral / active EE | $8,329 | $3,563+133.8% | $5,524+50.8% | $3,607+130.9% |
| Admin fee / account holder | $261 | $4,245-93.8% | $8,592-97.0% | $5,124-94.9% |