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 9-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 | $25,859 | $58,290-55.6% | $98,442-73.7% | $86,799-70.2% |
| Participation rate | 95.0% | 68.3%+26.7pp | 73.3%+21.7pp | 72.3%+22.7pp |
| Annual return | 8.48% | 43.48%-35.0pp | 1492.73%-1484.2pp | 97.91%-89.4pp |
| Employer contribution / active EE | $4,422 | $2,008+120.3% | $2,960+49.4% | $2,405+83.9% |
| Participant deferral / active EE | $0 | $3,152-100.0% | $4,276-100.0% | $4,131-100.0% |
| Admin fee / account holder | $1 | $138-99.6% | $5,949-100.0% | $170-99.7% |