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 | $60,242 | $41,078+46.7% | $80,569-25.2% | $71,457-15.7% |
| Participation rate | 100.0% | 50.2%+49.8pp | 67.0%+33.0pp | 67.9%+32.1pp |
| Annual return | -26.63% | 38.45%-65.1pp | 935.43%-962.1pp | 28.85%-55.5pp |
| Employer contribution / active EE | $3,997 | $1,506+165.4% | $2,723+46.7% | $2,588+54.5% |
| Participant deferral / active EE | $0 | $2,699-100.0% | $4,447-100.0% | $4,289-100.0% |
| Admin fee / account holder | $8 | $1,840-99.5% | $5,377-99.8% | $1,587-99.5% |