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 8-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 | $130,787 | $41,647+214.0% | $96,139+36.0% | $86,799+50.7% |
| Participation rate | 98.9% | 50.2%+48.7pp | 68.4%+30.5pp | 72.3%+26.6pp |
| Annual return | -8.04% | 27.24%-35.3pp | 191.94%-200.0pp | 97.91%-105.9pp |
| Employer contribution / active EE | $14,150 | $1,318+973.9% | $2,797+405.9% | $2,405+488.3% |
| Participant deferral / active EE | $0 | $2,412-100.0% | $4,349-100.0% | $4,131-100.0% |
| Admin fee / account holder | $0 | $169-100.0% | $5,537-100.0% | $170-100.0% |