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 | $78,650 | $73,638+6.8% | $95,952-18.0% | $73,488+7.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 77.1%+22.9pp | 70.7%+29.3pp |
| Annual return | 7.79% | 16.78%-9.0pp | 91.61%-83.8pp | 28.51%-20.7pp |
| Employer contribution / active EE | $1,076 | $1,863-42.2% | $2,541-57.6% | $2,270-52.6% |
| Participant deferral / active EE | $3,221 | $3,617-10.9% | $4,167-22.7% | $3,740-13.9% |
| Admin fee / account holder | $0 | $482-100.0% | $6,795-100.0% | $513-100.0% |