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 | $30,542 | $69,763-56.2% | $67,502-54.8% | $74,495-59.0% |
| Participation rate | 77.1% | 71.4%+5.7pp | 72.9%+4.2pp | 67.2%+9.9pp |
| Annual return | 10.74% | -40.34%+51.1pp | 3512.12%-3501.4pp | 1364.94%-1354.2pp |
| Employer contribution / active EE | $0 | $2,704-100.0% | $2,731-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $1,250 | $3,636-65.6% | $4,000-68.7% | $4,346-71.2% |
| Admin fee / account holder | $145 | $896-83.8% | $3,998-96.4% | $1,942-92.5% |