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 | $32,343 | $56,503-42.8% | $70,092-53.9% | $64,808-50.1% |
| Participation rate | 92.1% | 70.5%+21.6pp | 70.5%+21.6pp | 71.5%+20.6pp |
| Annual return | -18.22% | -13.44%-4.8pp | 190.73%-209.0pp | 32.82%-51.0pp |
| Employer contribution / active EE | $1,632 | $2,046-20.3% | $2,559-36.2% | $2,506-34.9% |
| Participant deferral / active EE | $2,803 | $3,389-17.3% | $3,849-27.2% | $4,310-35.0% |
| Admin fee / account holder | $13 | $160-91.9% | $6,267-99.8% | $188-93.1% |