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 | $41,960 | $47,969-12.5% | $85,969-51.2% | $52,331-19.8% |
| Participation rate | 100.0% | 61.7%+38.3pp | 76.5%+23.5pp | 68.1%+31.9pp |
| Annual return | -2.51% | -0.13%-2.4pp | 9.32%-11.8pp | 4.54%-7.1pp |
| Employer contribution / active EE | $1,233 | $1,460-15.6% | $3,474-64.5% | $1,882-34.5% |
| Participant deferral / active EE | $0 | $2,110-100.0% | $3,829-100.0% | $3,022-100.0% |
| Admin fee / account holder | $0 | $530-99.9% | $6,053-100.0% | $592-99.9% |