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 | $217,120 | $92,091+135.8% | $62,995+244.7% | $77,958+178.5% |
| Participation rate | 98.9% | 74.5%+24.4pp | 74.8%+24.1pp | 71.6%+27.2pp |
| Annual return | 13.80% | 16.23%-2.4pp | 87.57%-73.8pp | 20.87%-7.1pp |
| Employer contribution / active EE | $9,112 | $3,424+166.1% | $2,759+230.3% | $2,310+294.4% |
| Participant deferral / active EE | $8,939 | $3,361+166.0% | $3,329+168.5% | $3,537+152.7% |
| Admin fee / account holder | $0 | $48-100.0% | $3,600-100.0% | $97-100.0% |