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 5-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 | $84,608 | $78,672+7.5% | $109,143-22.5% | $85,850-1.4% |
| Participation rate | 97.8% | 68.3%+29.5pp | 75.9%+21.9pp | 69.3%+28.5pp |
| Annual return | -18.88% | 25.09%-44.0pp | 25.75%-44.6pp | 318.53%-337.4pp |
| Employer contribution / active EE | $32,073 | $2,735+1072.8% | $3,722+761.7% | $2,565+1150.4% |
| Participant deferral / active EE | $0 | $3,467-100.0% | $4,653-100.0% | $3,952-100.0% |
| Admin fee / account holder | $0 | $5,469-100.0% | $6,752-100.0% | $6,260-100.0% |