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 | $105,232 | $58,336+80.4% | $97,226+8.2% | $199,593-47.3% |
| Participation rate | 100.0% | 63.8%+36.2pp | 72.7%+27.3pp | 72.0%+28.0pp |
| Annual return | -0.11% | 32.81%-32.9pp | 75.13%-75.2pp | 34.25%-34.4pp |
| Employer contribution / active EE | $3,287 | $1,416+132.1% | $2,729+20.5% | $3,034+8.3% |
| Participant deferral / active EE | $0 | $3,240-100.0% | $4,264-100.0% | $5,087-100.0% |
| Admin fee / account holder | $0 | $114-100.0% | $5,654-100.0% | $269-100.0% |