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 | $28,442 | $60,124-52.7% | $90,404-68.5% | $79,858-64.4% |
| Participation rate | 98.9% | 65.0%+34.0pp | 72.7%+26.3pp | 69.6%+29.3pp |
| Annual return | 4.50% | 71.94%-67.4pp | 1293.02%-1288.5pp | 31.71%-27.2pp |
| Employer contribution / active EE | $2,928 | $2,068+41.6% | $3,262-10.2% | $2,471+18.5% |
| Participant deferral / active EE | $2,218 | $2,938-24.5% | $3,963-44.0% | $3,740-40.7% |
| Admin fee / account holder | $0 | $3,976-100.0% | $5,611-100.0% | $5,306-100.0% |