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 | $11,629 | $34,308-66.1% | $74,701-84.4% | $72,985-84.1% |
| Participation rate | 92.3% | 42.4%+49.9pp | 54.5%+37.8pp | 69.5%+22.8pp |
| Annual return | -2.40% | 26.58%-29.0pp | 752.92%-755.3pp | 81.00%-83.4pp |
| Employer contribution / active EE | $3,922 | $692+467.1% | $1,084+262.0% | $2,440+60.8% |
| Participant deferral / active EE | $0 | $1,271-100.0% | $1,964-100.0% | $3,607-100.0% |
| Admin fee / account holder | $199 | $2,124-90.6% | $3,333-94.0% | $5,124-96.1% |