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 | $42,125 | $65,061-35.3% | $143,757-70.7% | $66,914-37.0% |
| Participation rate | 100.0% | 65.2%+34.8pp | 80.3%+19.7pp | 69.8%+30.2pp |
| Annual return | -18.75% | -11.14%-7.6pp | -0.04%-18.7pp | 1.58%-20.3pp |
| Employer contribution / active EE | $2,620 | $2,361+11.0% | $4,951-47.1% | $2,544+3.0% |
| Participant deferral / active EE | $3,999 | $2,919+37.0% | $5,637-29.1% | $4,237-5.6% |
| Admin fee / account holder | $3 | $502-99.4% | $14,673-100.0% | $593-99.5% |