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 | $33,115 | $56,767-41.7% | $101,794-67.5% | $85,563-61.3% |
| Participation rate | 97.7% | 57.6%+40.1pp | 69.2%+28.5pp | 66.0%+31.8pp |
| Annual return | -35.71% | 17.76%-53.5pp | 30.53%-66.2pp | 31.51%-67.2pp |
| Employer contribution / active EE | $849 | $1,112-23.7% | $2,289-62.9% | $2,654-68.0% |
| Participant deferral / active EE | $0 | $2,720-100.0% | $4,084-100.0% | $4,375-100.0% |
| Admin fee / account holder | $0 | $1,098-100.0% | $8,777-100.0% | $834-99.9% |