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 | $38,980 | $51,175-23.8% | $70,515-44.7% | $75,163-48.1% |
| Participation rate | 98.4% | 60.9%+37.5pp | 68.3%+30.0pp | 67.2%+31.2pp |
| Annual return | -17.95% | 30.02%-48.0pp | 32.77%-50.7pp | 160.62%-178.6pp |
| Employer contribution / active EE | $16,601 | $1,826+809.1% | $2,973+458.3% | $2,670+521.8% |
| Participant deferral / active EE | $0 | $2,849-100.0% | $4,567-100.0% | $4,125-100.0% |
| Admin fee / account holder | $0 | $4,091-100.0% | $6,412-100.0% | $5,651-100.0% |