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 | $70,331 | $241,101-70.8% | $103,333-31.9% | $199,593-64.8% |
| Participation rate | 91.4% | 78.3%+13.1pp | 74.5%+16.9pp | 72.0%+19.4pp |
| Annual return | 0.68% | 17.80%-17.1pp | 24.88%-24.2pp | 34.25%-33.6pp |
| Employer contribution / active EE | $1,759 | $4,244-58.6% | $3,868-54.5% | $3,034-42.0% |
| Participant deferral / active EE | $0 | $3,958-100.0% | $5,057-100.0% | $5,087-100.0% |
| Admin fee / account holder | $0 | $288-100.0% | $8,355-100.0% | $269-100.0% |