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 4-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 | $55,806 | $86,944-35.8% | $107,525-48.1% | $74,304-24.9% |
| Participation rate | 98.9% | 59.6%+39.3pp | 75.1%+23.8pp | 60.3%+38.5pp |
| Annual return | -18.66% | 23.52%-42.2pp | 181.32%-200.0pp | 29.43%-48.1pp |
| Employer contribution / active EE | $1,360 | $2,757-50.7% | $3,754-63.8% | $2,241-39.3% |
| Participant deferral / active EE | $0 | $3,554-100.0% | $5,116-100.0% | $3,767-100.0% |
| Admin fee / account holder | $0 | $3,727-100.0% | $8,919-100.0% | $2,969-100.0% |