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 | $40,572 | $86,929-53.3% | $102,423-60.4% | $80,856-49.8% |
| Participation rate | 94.8% | 72.4%+22.4pp | 76.5%+18.3pp | 67.6%+27.2pp |
| Annual return | -16.03% | 18.88%-34.9pp | 29.32%-45.4pp | 35.59%-51.6pp |
| Employer contribution / active EE | $13,642 | $2,369+475.7% | $3,023+351.2% | $2,755+395.2% |
| Participant deferral / active EE | $0 | $4,118-100.0% | $5,053-100.0% | $4,296-100.0% |
| Admin fee / account holder | $20 | $8,049-99.7% | $9,451-99.8% | $6,918-99.7% |