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 | $73,053 | $50,956+43.4% | $96,562-24.3% | $86,799-15.8% |
| Participation rate | 99.0% | 65.2%+33.7pp | 69.8%+29.2pp | 72.3%+26.7pp |
| Annual return | -6.05% | 21.27%-27.3pp | 37.78%-43.8pp | 97.91%-104.0pp |
| Employer contribution / active EE | $10,350 | $1,111+831.8% | $2,356+339.2% | $2,405+330.3% |
| Participant deferral / active EE | $0 | $2,954-100.0% | $3,849-100.0% | $4,131-100.0% |
| Admin fee / account holder | $31 | $166-81.4% | $6,181-99.5% | $170-81.8% |