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 | $72,702 | $63,924+13.7% | $108,579-33.0% | $55,167+31.8% |
| Participation rate | 98.2% | 74.3%+23.9pp | 79.6%+18.6pp | 69.0%+29.2pp |
| Annual return | -38.55% | 15.31%-53.9pp | -51.70%+13.1pp | 169.23%-207.8pp |
| Employer contribution / active EE | $11,348 | $1,879+503.9% | $3,758+202.0% | $1,963+478.2% |
| Participant deferral / active EE | $0 | $3,067-100.0% | $4,311-100.0% | $3,054-100.0% |
| Admin fee / account holder | $0 | $618-100.0% | $7,645-100.0% | $504-100.0% |