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 | $40,986 | $52,884-22.5% | $84,750-51.6% | $55,167-25.7% |
| Participation rate | 99.2% | 67.5%+31.6pp | 76.6%+22.6pp | 69.0%+30.2pp |
| Annual return | -6.17% | 18.03%-24.2pp | 22.78%-29.0pp | 169.23%-175.4pp |
| Employer contribution / active EE | $1,856 | $2,233-16.9% | $3,574-48.1% | $1,963-5.4% |
| Participant deferral / active EE | $0 | $2,644-100.0% | $3,712-100.0% | $3,054-100.0% |
| Admin fee / account holder | $0 | $581-100.0% | $5,332-100.0% | $504-100.0% |