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 | $64,447 | $50,956+26.5% | $96,562-33.3% | $86,799-25.8% |
| Participation rate | 100.0% | 65.2%+34.8pp | 69.8%+30.2pp | 72.3%+27.7pp |
| Annual return | 11.25% | 21.27%-10.0pp | 37.78%-26.5pp | 97.91%-86.7pp |
| Employer contribution / active EE | $2,167 | $1,111+95.1% | $2,356-8.0% | $2,405-9.9% |
| Participant deferral / active EE | $2,676 | $2,954-9.4% | $3,849-30.5% | $4,131-35.2% |
| Admin fee / account holder | $224 | $166+35.0% | $6,181-96.4% | $170+32.2% |