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 | $57,372 | $39,245+46.2% | $64,105-10.5% | $52,331+9.6% |
| Participation rate | 99.3% | 58.2%+41.1pp | 68.2%+31.1pp | 68.1%+31.2pp |
| Annual return | -2.30% | 14.79%-17.1pp | 791.24%-793.5pp | 4.54%-6.8pp |
| Employer contribution / active EE | $10,747 | $736+1359.9% | $1,820+490.5% | $1,882+471.2% |
| Participant deferral / active EE | $0 | $1,992-100.0% | $2,822-100.0% | $3,022-100.0% |
| Admin fee / account holder | $0 | $592-100.0% | $4,499-100.0% | $592-100.0% |