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 | $43,935 | $79,449-44.7% | $189,557-76.8% | $85,850-48.8% |
| Participation rate | 97.9% | 66.0%+32.0pp | 78.4%+19.5pp | 69.3%+28.6pp |
| Annual return | -1.26% | 18.45%-19.7pp | 64.17%-65.4pp | 318.53%-319.8pp |
| Employer contribution / active EE | $5,952 | $2,081+186.0% | $4,412+34.9% | $2,565+132.0% |
| Participant deferral / active EE | $0 | $4,051-100.0% | $6,174-100.0% | $3,952-100.0% |
| Admin fee / account holder | $0 | $5,377-100.0% | $9,807-100.0% | $6,260-100.0% |