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 | $38,330 | $55,449-30.9% | $83,848-54.3% | $56,287-31.9% |
| Participation rate | 97.6% | 68.0%+29.6pp | 76.1%+21.5pp | 69.9%+27.8pp |
| Annual return | -11.83% | -1.38%-10.4pp | 850.88%-862.7pp | -9.96%-1.9pp |
| Employer contribution / active EE | $2,027 | $2,430-16.6% | $3,631-44.2% | $2,111-4.0% |
| Participant deferral / active EE | $0 | $2,935-100.0% | $4,082-100.0% | $3,350-100.0% |
| Admin fee / account holder | $0 | $656-100.0% | $5,478-100.0% | $521-100.0% |