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 | $25,989 | $52,953-50.9% | $172,739-85.0% | $65,185-60.1% |
| Participation rate | 86.2% | 66.2%+20.0pp | 82.6%+3.5pp | 70.2%+16.0pp |
| Annual return | 5.62% | 30.12%-24.5pp | 802.84%-797.2pp | 29.38%-23.8pp |
| Employer contribution / active EE | $934 | $2,190-57.4% | $5,143-81.8% | $2,177-57.1% |
| Participant deferral / active EE | $1,043 | $2,471-57.8% | $5,198-79.9% | $3,514-70.3% |
| Admin fee / account holder | $15 | $472-96.7% | $13,954-99.9% | $847-98.2% |