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 | $81,279 | $136,307-40.4% | $177,821-54.3% | $73,488+10.6% |
| Participation rate | 100.0% | 86.1%+13.9pp | 87.7%+12.3pp | 70.7%+29.3pp |
| Annual return | 6.26% | 18.68%-12.4pp | 48.32%-42.1pp | 28.51%-22.3pp |
| Employer contribution / active EE | $4,652 | $3,712+25.3% | $5,918-21.4% | $2,270+104.9% |
| Participant deferral / active EE | $3,323 | $5,829-43.0% | $7,714-56.9% | $3,740-11.1% |
| Admin fee / account holder | $0 | $596-100.0% | $12,427-100.0% | $513-100.0% |