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 | $101,492 | $52,681+92.7% | $75,781+33.9% | $59,632+70.2% |
| Participation rate | 97.4% | 67.2%+30.2pp | 75.8%+21.6pp | 68.7%+28.8pp |
| Annual return | -15.47% | 2.95%-18.4pp | 9.68%-25.2pp | 2041.28%-2056.8pp |
| Employer contribution / active EE | $13,407 | $2,193+511.3% | $3,323+303.4% | $2,203+508.7% |
| Participant deferral / active EE | $0 | $2,591-100.0% | $3,651-100.0% | $3,192-100.0% |
| Admin fee / account holder | $12 | $3,610-99.7% | $5,299-99.8% | $4,297-99.7% |