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 opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,939 | $37,426-54.7% | $77,482-78.1% | $79,858-78.8% |
| Participation rate | 92.3% | 41.5%+50.8pp | 54.2%+38.1pp | 69.6%+22.7pp |
| Annual return | 7.99% | 39.70%-31.7pp | 54.79%-46.8pp | 31.71%-23.7pp |
| Employer contribution / active EE | $1,048 | $637+64.6% | $986+6.3% | $2,471-57.6% |
| Participant deferral / active EE | $0 | $1,260-100.0% | $1,861-100.0% | $3,740-100.0% |
| Admin fee / account holder | $216 | $2,504-91.4% | $2,858-92.4% | $5,306-95.9% |