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 | $34,030 | $81,625-58.3% | $167,512-79.7% | $74,304-54.2% |
| Participation rate | 93.0% | 60.0%+33.0pp | 77.1%+15.9pp | 60.3%+32.7pp |
| Annual return | -1.63% | 26.09%-27.7pp | 1615.79%-1617.4pp | 29.43%-31.1pp |
| Employer contribution / active EE | $7,720 | $2,010+284.0% | $3,882+98.9% | $2,241+244.5% |
| Participant deferral / active EE | $0 | $4,115-100.0% | $6,405-100.0% | $3,767-100.0% |
| Admin fee / account holder | $0 | $3,474-100.0% | $9,769-100.0% | $2,969-100.0% |