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 7-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 | $31,001 | $56,053-44.7% | $75,972-59.2% | $80,856-61.7% |
| Participation rate | 100.0% | 62.0%+38.0pp | 69.1%+30.9pp | 67.6%+32.4pp |
| Annual return | -30.89% | 20.53%-51.4pp | 359.55%-390.4pp | 35.59%-66.5pp |
| Employer contribution / active EE | $11,529 | $1,874+515.2% | $2,685+329.4% | $2,755+318.5% |
| Participant deferral / active EE | $0 | $3,052-100.0% | $4,255-100.0% | $4,296-100.0% |
| Admin fee / account holder | $0 | $5,234-100.0% | $6,467-100.0% | $6,918-100.0% |