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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $152,204 | $102,553+48.4% | $151,611+0.4% | $66,914+127.5% |
| Participation rate | 87.0% | 85.5%+1.5pp | 87.5%-0.5pp | 69.8%+17.2pp |
| Annual return | -17.53% | -10.82%-6.7pp | 3.33%-20.9pp | 1.58%-19.1pp |
| Employer contribution / active EE | $2,863 | $4,180-31.5% | $6,166-53.6% | $2,544+12.5% |
| Participant deferral / active EE | $5,634 | $6,641-15.2% | $8,363-32.6% | $4,237+33.0% |
| Admin fee / account holder | $0 | $630-100.0% | $11,616-100.0% | $593-100.0% |