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 | $101,380 | $63,346+60.0% | $92,233+9.9% | $70,131+44.6% |
| Participation rate | 98.3% | 68.7%+29.7pp | 76.5%+21.9pp | 69.5%+28.8pp |
| Annual return | -14.55% | 530.12%-544.7pp | 176.28%-190.8pp | 73.14%-87.7pp |
| Employer contribution / active EE | $15,098 | $2,471+511.0% | $3,679+310.4% | $2,342+544.6% |
| Participant deferral / active EE | $0 | $2,854-100.0% | $3,897-100.0% | $3,332-100.0% |
| Admin fee / account holder | $44 | $3,840-98.9% | $5,194-99.2% | $4,645-99.1% |