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 5-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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,680 | $55,415-21.2% | $155,509-71.9% | $74,495-41.4% |
| Participation rate | 92.3% | 61.9%+30.4pp | 78.2%+14.1pp | 67.2%+25.1pp |
| Annual return | -17.96% | 268.50%-286.5pp | 64.67%-82.6pp | 1364.94%-1382.9pp |
| Employer contribution / active EE | $5,738 | $2,267+153.1% | $4,672+22.8% | $2,623+118.7% |
| Participant deferral / active EE | $0 | $2,836-100.0% | $5,626-100.0% | $4,346-100.0% |
| Admin fee / account holder | $0 | $1,738-100.0% | $15,912-100.0% | $1,942-100.0% |