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 | $24,394 | $57,354-57.5% | $83,848-70.9% | $64,186-62.0% |
| Participation rate | 96.2% | 68.6%+27.6pp | 76.1%+20.1pp | 69.6%+26.7pp |
| Annual return | -8.90% | 11.38%-20.3pp | 850.88%-859.8pp | 7.63%-16.5pp |
| Employer contribution / active EE | $1,887 | $2,545-25.9% | $3,631-48.0% | $2,381-20.8% |
| Participant deferral / active EE | $0 | $2,993-100.0% | $4,082-100.0% | $3,470-100.0% |
| Admin fee / account holder | $0 | $4,046-100.0% | $5,478-100.0% | $4,888-100.0% |