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 | $71,514 | $67,984+5.2% | $65,493+9.2% | $74,304-3.8% |
| Participation rate | 92.2% | 66.3%+25.9pp | 73.1%+19.1pp | 60.3%+31.9pp |
| Annual return | 9.18% | 19.87%-10.7pp | 982.45%-973.3pp | 29.43%-20.3pp |
| Employer contribution / active EE | $2,262 | $2,491-9.2% | $2,574-12.1% | $2,241+0.9% |
| Participant deferral / active EE | $3,396 | $3,346+1.5% | $3,961-14.3% | $3,767-9.9% |
| Admin fee / account holder | $0 | $1,373-100.0% | $5,028-100.0% | $2,969-100.0% |