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 8-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 | $86,386 | $102,553-15.8% | $151,611-43.0% | $66,914+29.1% |
| Participation rate | 89.7% | 85.5%+4.2pp | 87.5%+2.2pp | 69.8%+19.9pp |
| Annual return | -18.34% | -10.82%-7.5pp | 3.33%-21.7pp | 1.58%-19.9pp |
| Employer contribution / active EE | $1,982 | $4,180-52.6% | $6,166-67.8% | $2,544-22.1% |
| Participant deferral / active EE | $7,069 | $6,641+6.4% | $8,363-15.5% | $4,237+66.8% |
| Admin fee / account holder | $4 | $630-99.4% | $11,616-100.0% | $593-99.4% |