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 | $81,799 | $87,733-6.8% | $106,548-23.2% | $85,850-4.7% |
| Participation rate | 82.9% | 71.9%+11.0pp | 76.1%+6.8pp | 69.3%+13.6pp |
| Annual return | -10.28% | 21.86%-32.1pp | 26.80%-37.1pp | 318.53%-328.8pp |
| Employer contribution / active EE | $9,009 | $2,073+334.6% | $2,819+219.6% | $2,565+251.2% |
| Participant deferral / active EE | $0 | $3,469-100.0% | $4,398-100.0% | $3,952-100.0% |
| Admin fee / account holder | $0 | $6,767-100.0% | $7,407-100.0% | $6,260-100.0% |