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 | $63,005 | $85,766-26.5% | $136,294-53.8% | $70,131-10.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 13.43% | 31.45%-18.0pp | 5155.94%-5142.5pp | 73.14%-59.7pp |
| Employer contribution / active EE | $2,977 | $2,966+0.4% | $4,695-36.6% | $2,342+27.1% |
| Participant deferral / active EE | $3,612 | $5,051-28.5% | $6,247-42.2% | $3,332+8.4% |
| Admin fee / account holder | $5 | $5,420-99.9% | $9,243-99.9% | $4,645-99.9% |