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 | $82,440 | $56,053+47.1% | $75,972+8.5% | $80,856+2.0% |
| Participation rate | 93.9% | 62.0%+31.9pp | 69.1%+24.9pp | 67.6%+26.3pp |
| Annual return | -9.87% | 20.53%-30.4pp | 359.55%-369.4pp | 35.59%-45.5pp |
| Employer contribution / active EE | $7,650 | $1,874+308.2% | $2,685+184.9% | $2,755+177.7% |
| Participant deferral / active EE | $0 | $3,052-100.0% | $4,255-100.0% | $4,296-100.0% |
| Admin fee / account holder | $20 | $5,234-99.6% | $6,467-99.7% | $6,918-99.7% |