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 | $59,273 | $72,607-18.4% | $90,749-34.7% | $66,914-11.4% |
| Participation rate | 71.3% | 73.7%-2.4pp | 75.7%-4.4pp | 69.8%+1.5pp |
| Annual return | -19.61% | -12.28%-7.3pp | -12.16%-7.4pp | 1.58%-21.2pp |
| Employer contribution / active EE | $1,335 | $2,369-43.6% | $2,921-54.3% | $2,544-47.5% |
| Participant deferral / active EE | $1,925 | $3,977-51.6% | $4,564-57.8% | $4,237-54.6% |
| Admin fee / account holder | $19 | $707-97.3% | $8,445-99.8% | $593-96.8% |