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 | $23,622 | $55,453-57.4% | $170,442-86.1% | $62,292-62.1% |
| Participation rate | 83.5% | 66.4%+17.1pp | 83.6%-0.1pp | 69.5%+14.0pp |
| Annual return | 7.83% | 21.38%-13.5pp | 205.93%-198.1pp | 28.90%-21.1pp |
| Employer contribution / active EE | $1,001 | $2,164-53.7% | $5,433-81.6% | $2,042-51.0% |
| Participant deferral / active EE | $1,924 | $2,303-16.5% | $4,939-61.1% | $3,169-39.3% |
| Admin fee / account holder | $11 | $455-97.7% | $13,880-99.9% | $479-97.8% |