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 | $85,099 | $60,545+40.6% | $92,233-7.7% | $69,631+22.2% |
| Participation rate | 97.6% | 72.2%+25.4pp | 76.5%+21.1pp | 70.7%+26.9pp |
| Annual return | 11.06% | 19.71%-8.7pp | 176.28%-165.2pp | 27571.02%-27560.0pp |
| Employer contribution / active EE | $6,450 | $2,633+144.9% | $3,679+75.3% | $2,032+217.4% |
| Participant deferral / active EE | $0 | $2,828-100.0% | $3,897-100.0% | $3,224-100.0% |
| Admin fee / account holder | $7 | $145-95.1% | $5,194-99.9% | $110-93.5% |