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 | $28,112 | $66,124-57.5% | $90,404-68.9% | $73,488-61.7% |
| Participation rate | 79.9% | 69.7%+10.2pp | 72.7%+7.2pp | 70.7%+9.2pp |
| Annual return | 8.66% | 17.65%-9.0pp | 1293.02%-1284.4pp | 28.51%-19.8pp |
| Employer contribution / active EE | $1,731 | $2,346-26.2% | $3,262-46.9% | $2,270-23.7% |
| Participant deferral / active EE | $1,491 | $3,039-50.9% | $3,963-62.4% | $3,740-60.1% |
| Admin fee / account holder | $6 | $396-98.4% | $5,611-99.9% | $513-98.8% |