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 | $161,205 | $64,919+148.3% | $392,568-58.9% | $65,185+147.3% |
| Participation rate | 100.0% | 72.0%+28.0pp | 78.1%+21.9pp | 70.2%+29.8pp |
| Annual return | -13.80% | 26.09%-39.9pp | 24.42%-38.2pp | 29.38%-43.2pp |
| Employer contribution / active EE | $13,870 | $2,374+484.2% | $3,783+266.6% | $2,177+537.2% |
| Participant deferral / active EE | $0 | $3,668-100.0% | $5,985-100.0% | $3,514-100.0% |
| Admin fee / account holder | $0 | $634-100.0% | $6,260-100.0% | $847-100.0% |