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 | $113,532 | $43,133+163.2% | $89,391+27.0% | $73,488+54.5% |
| Participation rate | 98.6% | 55.0%+43.6pp | 68.0%+30.6pp | 70.7%+27.9pp |
| Annual return | -13.65% | 135.66%-149.3pp | 245.62%-259.3pp | 28.51%-42.2pp |
| Employer contribution / active EE | $26,230 | $1,438+1724.2% | $2,586+914.5% | $2,270+1055.4% |
| Participant deferral / active EE | $0 | $2,445-100.0% | $3,890-100.0% | $3,740-100.0% |
| Admin fee / account holder | $11 | $444-97.5% | $4,881-99.8% | $513-97.9% |