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 | $124,048 | $73,823+68.0% | $379,746-67.3% | $73,488+68.8% |
| Participation rate | 99.3% | 73.1%+26.2pp | 78.4%+20.9pp | 70.7%+28.6pp |
| Annual return | -18.44% | 29.06%-47.5pp | 34.90%-53.3pp | 28.51%-47.0pp |
| Employer contribution / active EE | $11,632 | $2,472+370.5% | $3,540+228.6% | $2,270+412.4% |
| Participant deferral / active EE | $0 | $4,038-100.0% | $6,024-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $607-100.0% | $7,927-100.0% | $513-100.0% |