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 | $78,715 | $44,960+75.1% | $84,966-7.4% | $74,495+5.7% |
| Participation rate | 92.1% | 49.4%+42.7pp | 67.5%+24.6pp | 67.2%+24.9pp |
| Annual return | -6.89% | 26.24%-33.1pp | 66.38%-73.3pp | 1364.94%-1371.8pp |
| Employer contribution / active EE | $7,060 | $1,457+384.5% | $2,727+158.9% | $2,623+169.2% |
| Participant deferral / active EE | $0 | $2,731-100.0% | $4,519-100.0% | $4,346-100.0% |
| Admin fee / account holder | $0 | $2,209-100.0% | $6,149-100.0% | $1,942-100.0% |