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 8-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 | $76,350 | $77,660-1.7% | $109,143-30.0% | $79,386-3.8% |
| Participation rate | 97.0% | 67.8%+29.2pp | 75.9%+21.1pp | 70.7%+26.3pp |
| Annual return | -11.56% | 23.44%-35.0pp | 25.75%-37.3pp | 116.85%-128.4pp |
| Employer contribution / active EE | $9,390 | $2,797+235.7% | $3,722+152.3% | $2,427+286.8% |
| Participant deferral / active EE | $0 | $3,518-100.0% | $4,653-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $732-100.0% | $6,752-100.0% | $626-100.0% |