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 | $28,094 | $75,183-62.6% | $123,892-77.3% | $55,167-49.1% |
| Participation rate | 98.7% | 72.8%+25.9pp | 81.4%+17.3pp | 69.0%+29.7pp |
| Annual return | -42.15% | 19.01%-61.2pp | 47.52%-89.7pp | 169.23%-211.4pp |
| Employer contribution / active EE | $9,091 | $2,823+222.0% | $4,617+96.9% | $1,963+363.2% |
| Participant deferral / active EE | $0 | $5,084-100.0% | $5,984-100.0% | $3,054-100.0% |
| Admin fee / account holder | $0 | $663-100.0% | $8,357-100.0% | $504-100.0% |