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 | $41,129 | $53,822-23.6% | $75,696-45.7% | $85,850-52.1% |
| Participation rate | 90.2% | 69.1%+21.1pp | 74.8%+15.3pp | 69.3%+20.8pp |
| Annual return | 12.19% | 24.54%-12.3pp | 104.53%-92.3pp | 318.53%-306.3pp |
| Employer contribution / active EE | $628 | $2,017-68.9% | $2,743-77.1% | $2,565-75.5% |
| Participant deferral / active EE | $1,337 | $2,895-53.8% | $3,821-65.0% | $3,952-66.2% |
| Admin fee / account holder | $0 | $3,343-100.0% | $3,619-100.0% | $6,260-100.0% |