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 | $106,876 | $60,165+77.6% | $74,183+44.1% | $55,167+93.7% |
| Participation rate | 99.2% | 74.2%+25.0pp | 76.6%+22.5pp | 69.0%+30.2pp |
| Annual return | 5.24% | 10.00%-4.8pp | 17.74%-12.5pp | 169.23%-164.0pp |
| Employer contribution / active EE | $1,944 | $1,600+21.5% | $2,370-18.0% | $1,963-0.9% |
| Participant deferral / active EE | $4,460 | $2,973+50.0% | $3,550+25.7% | $3,054+46.0% |
| Admin fee / account holder | $0 | $419-100.0% | $5,586-100.0% | $504-100.0% |