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 3-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 | $48,995 | $87,870-44.2% | $113,168-56.7% | $74,304-34.1% |
| Participation rate | 97.9% | 70.7%+27.2pp | 76.6%+21.4pp | 60.3%+37.6pp |
| Annual return | -10.89% | 26.44%-37.3pp | 24.27%-35.2pp | 29.43%-40.3pp |
| Employer contribution / active EE | $3,679 | $2,277+61.6% | $2,975+23.7% | $2,241+64.2% |
| Participant deferral / active EE | $0 | $4,241-100.0% | $5,107-100.0% | $3,767-100.0% |
| Admin fee / account holder | $0 | $3,368-100.0% | $12,068-100.0% | $2,969-100.0% |