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 | $96,064 | $549,947-82.5% | $177,821-46.0% | - |
| Participation rate | 99.0% | 87.8%+11.2pp | 87.7%+11.3pp | - |
| Annual return | -2.90% | 10.27%-13.2pp | 48.32%-51.2pp | - |
| Employer contribution / active EE | $3,606 | $3,110+15.9% | $5,918-39.1% | - |
| Participant deferral / active EE | $0 | $4,796-100.0% | $7,714-100.0% | - |
| Admin fee / account holder | $0 | $57,220-100.0% | $12,427-100.0% | - |