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 | $51,313 | $81,248-36.8% | $155,509-67.0% | $80,856-36.5% |
| Participation rate | 93.2% | 66.2%+27.0pp | 78.2%+15.0pp | 67.6%+25.5pp |
| Annual return | -44.31% | 33.31%-77.6pp | 64.67%-109.0pp | 35.59%-79.9pp |
| Employer contribution / active EE | $10,562 | $3,100+240.7% | $4,672+126.1% | $2,755+283.4% |
| Participant deferral / active EE | $0 | $3,452-100.0% | $5,626-100.0% | $4,296-100.0% |
| Admin fee / account holder | $0 | $7,997-100.0% | $15,912-100.0% | $6,918-100.0% |