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 | $61,233 | $62,327-1.8% | $120,354-49.1% | $74,495-17.8% |
| Participation rate | 99.4% | 56.8%+42.6pp | 71.9%+27.5pp | 67.2%+32.2pp |
| Annual return | -15.06% | 18.61%-33.7pp | 107.15%-122.2pp | 1364.94%-1380.0pp |
| Employer contribution / active EE | $6,128 | $1,843+232.5% | $3,463+77.0% | $2,623+133.6% |
| Participant deferral / active EE | $0 | $2,893-100.0% | $4,991-100.0% | $4,346-100.0% |
| Admin fee / account holder | $0 | $2,396-100.0% | $9,423-100.0% | $1,942-100.0% |