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 | $36,154 | $52,953-31.7% | $172,739-79.1% | $65,185-44.5% |
| Participation rate | 80.7% | 66.2%+14.5pp | 82.6%-2.0pp | 70.2%+10.5pp |
| Annual return | 11.47% | 30.12%-18.7pp | 802.84%-791.4pp | 29.38%-17.9pp |
| Employer contribution / active EE | $1,953 | $2,190-10.8% | $5,143-62.0% | $2,177-10.3% |
| Participant deferral / active EE | $2,483 | $2,471+0.5% | $5,198-52.2% | $3,514-29.3% |
| Admin fee / account holder | $93 | $472-80.2% | $13,954-99.3% | $847-89.0% |