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 | $10,669 | $58,208-81.7% | $81,812-87.0% | $80,856-86.8% |
| Participation rate | 98.3% | 63.4%+34.9pp | 72.3%+26.0pp | 67.6%+30.7pp |
| Annual return | -27.19% | 41.66%-68.9pp | 773.79%-801.0pp | 35.59%-62.8pp |
| Employer contribution / active EE | $5,609 | $2,340+139.7% | $2,912+92.6% | $2,755+103.6% |
| Participant deferral / active EE | $0 | $3,281-100.0% | $4,319-100.0% | $4,296-100.0% |
| Admin fee / account holder | $0 | $4,981-100.0% | $7,386-100.0% | $6,918-100.0% |