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 | $33,647 | $104,475-67.8% | $159,436-78.9% | $79,386-57.6% |
| Participation rate | 80.7% | 76.6%+4.1pp | 82.8%-2.1pp | 70.7%+10.0pp |
| Annual return | -2.92% | 67.95%-70.9pp | 263.57%-266.5pp | 116.85%-119.8pp |
| Employer contribution / active EE | $7,243 | $3,417+112.0% | $4,829+50.0% | $2,427+198.4% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $7,352-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $711-100.0% | $10,799-100.0% | $626-100.0% |