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 | $108,343 | $84,936+27.6% | $111,297-2.7% | $79,386+36.5% |
| Participation rate | 99.2% | 75.9%+23.4pp | 77.3%+21.9pp | 70.7%+28.5pp |
| Annual return | -9.08% | 17.45%-26.5pp | 54.65%-63.7pp | 116.85%-125.9pp |
| Employer contribution / active EE | $6,335 | $1,979+220.1% | $2,731+132.0% | $2,427+161.0% |
| Participant deferral / active EE | $0 | $3,888-100.0% | $4,487-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $537-100.0% | $7,964-100.0% | $626-100.0% |