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 9-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 | $179,626 | $84,487+112.6% | $125,339+43.3% | $66,914+168.4% |
| Participation rate | 93.8% | 76.4%+17.4pp | 82.4%+11.4pp | 69.8%+24.0pp |
| Annual return | -23.59% | -8.39%-15.2pp | 572.05%-595.6pp | 1.58%-25.2pp |
| Employer contribution / active EE | $12,977 | $3,553+265.2% | $4,814+169.6% | $2,544+410.1% |
| Participant deferral / active EE | $0 | $6,781-100.0% | $7,446-100.0% | $4,237-100.0% |
| Admin fee / account holder | $9 | $685-98.7% | $10,010-99.9% | $593-98.5% |