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 | $29,554 | $49,451-40.2% | $79,550-62.8% | $66,914-55.8% |
| Participation rate | 73.3% | 61.3%+12.0pp | 69.5%+3.8pp | 69.8%+3.5pp |
| Annual return | -21.33% | 84.25%-105.6pp | 0.16%-21.5pp | 1.58%-22.9pp |
| Employer contribution / active EE | $2,256 | $1,266+78.2% | $2,413-6.5% | $2,544-11.3% |
| Participant deferral / active EE | $3,382 | $3,159+7.1% | $3,985-15.1% | $4,237-20.2% |
| Admin fee / account holder | $14 | $595-97.6% | $6,832-99.8% | $593-97.6% |