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 | $23,174 | $52,953-56.2% | $172,739-86.6% | $65,185-64.4% |
| Participation rate | 86.4% | 66.2%+20.2pp | 82.6%+3.7pp | 70.2%+16.2pp |
| Annual return | 3.46% | 30.12%-26.7pp | 802.84%-799.4pp | 29.38%-25.9pp |
| Employer contribution / active EE | $518 | $2,190-76.3% | $5,143-89.9% | $2,177-76.2% |
| Participant deferral / active EE | $1,515 | $2,471-38.7% | $5,198-70.8% | $3,514-56.9% |
| Admin fee / account holder | $84 | $472-82.2% | $13,954-99.4% | $847-90.1% |