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 | $33,144 | $56,053-40.9% | $75,972-56.4% | $80,856-59.0% |
| Participation rate | 95.0% | 62.0%+33.0pp | 69.1%+25.9pp | 67.6%+27.4pp |
| Annual return | -16.33% | 20.53%-36.9pp | 359.55%-375.9pp | 35.59%-51.9pp |
| Employer contribution / active EE | $11,992 | $1,874+539.9% | $2,685+346.6% | $2,755+335.3% |
| Participant deferral / active EE | $0 | $3,052-100.0% | $4,255-100.0% | $4,296-100.0% |
| Admin fee / account holder | $0 | $5,234-100.0% | $6,467-100.0% | $6,918-100.0% |