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 | $96,210 | $81,908+17.5% | $90,749+6.0% | $64,808+48.5% |
| Participation rate | 99.7% | 80.5%+19.3pp | 75.7%+24.1pp | 71.5%+28.3pp |
| Annual return | -56.03% | -12.53%-43.5pp | -12.16%-43.9pp | 32.82%-88.8pp |
| Employer contribution / active EE | $4,698 | $3,065+53.3% | $2,921+60.8% | $2,506+87.5% |
| Participant deferral / active EE | $0 | $4,840-100.0% | $4,564-100.0% | $4,310-100.0% |
| Admin fee / account holder | $0 | $157-100.0% | $8,445-100.0% | $188-100.0% |