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 | $89,979 | $91,407-1.6% | $135,903-33.8% | $71,457+25.9% |
| Participation rate | 100.0% | 75.7%+24.3pp | 81.9%+18.1pp | 67.9%+32.1pp |
| Annual return | -4.55% | 29.90%-34.4pp | 68.23%-72.8pp | 28.85%-33.4pp |
| Employer contribution / active EE | $7,794 | $3,703+110.5% | $4,856+60.5% | $2,588+201.2% |
| Participant deferral / active EE | $0 | $7,092-100.0% | $7,758-100.0% | $4,289-100.0% |
| Admin fee / account holder | $4 | $1,266-99.7% | $10,762-100.0% | $1,587-99.8% |