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 | $48,916 | $47,922+2.1% | $75,886-35.5% | $65,185-25.0% |
| Participation rate | 98.6% | 63.0%+35.7pp | 69.3%+29.4pp | 70.2%+28.4pp |
| Annual return | -38.01% | 24.12%-62.1pp | 30.76%-68.8pp | 29.38%-67.4pp |
| Employer contribution / active EE | $7,078 | $1,557+354.5% | $2,500+183.1% | $2,177+225.2% |
| Participant deferral / active EE | $0 | $2,550-100.0% | $3,603-100.0% | $3,514-100.0% |
| Admin fee / account holder | $0 | $532-100.0% | $5,418-100.0% | $847-100.0% |