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 | $101,247 | $136,266-25.7% | $90,749+11.6% | $77,904+30.0% |
| Participation rate | 98.6% | 86.6%+11.9pp | 75.7%+22.9pp | 73.7%+24.9pp |
| Annual return | -18.04% | -11.32%-6.7pp | -12.16%-5.9pp | 12.21%-30.2pp |
| Employer contribution / active EE | $4,744 | $4,215+12.5% | $2,921+62.4% | $2,848+66.6% |
| Participant deferral / active EE | $0 | $6,353-100.0% | $4,564-100.0% | $4,806-100.0% |
| Admin fee / account holder | $0 | $399-100.0% | $8,445-100.0% | $133-100.0% |