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 | $65,476 | $60,989+7.4% | $60,874+7.6% | $66,914-2.2% |
| Participation rate | 100.0% | 74.5%+25.5pp | 73.1%+26.9pp | 69.8%+30.2pp |
| Annual return | -16.85% | -9.60%-7.3pp | 16.90%-33.7pp | 1.58%-18.4pp |
| Employer contribution / active EE | $1,262 | $2,661-52.6% | $2,701-53.3% | $2,544-50.4% |
| Participant deferral / active EE | $5,338 | $3,615+47.7% | $3,817+39.9% | $4,237+26.0% |
| Admin fee / account holder | $4 | $338-98.9% | $3,224-99.9% | $593-99.4% |