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 5-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 | $82,308 | $87,870-6.3% | $113,168-27.3% | $74,304+10.8% |
| Participation rate | 99.0% | 70.7%+28.3pp | 76.6%+22.4pp | 60.3%+38.7pp |
| Annual return | -13.93% | 26.44%-40.4pp | 24.27%-38.2pp | 29.43%-43.4pp |
| Employer contribution / active EE | $6,886 | $2,277+202.4% | $2,975+131.4% | $2,241+207.2% |
| Participant deferral / active EE | $0 | $4,241-100.0% | $5,107-100.0% | $3,767-100.0% |
| Admin fee / account holder | $0 | $3,368-100.0% | $12,068-100.0% | $2,969-100.0% |