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 | $73,890 | $75,183-1.7% | $123,892-40.4% | $55,167+33.9% |
| Participation rate | 98.9% | 72.8%+26.1pp | 81.4%+17.5pp | 69.0%+30.0pp |
| Annual return | -5.60% | 19.01%-24.6pp | 47.52%-53.1pp | 169.23%-174.8pp |
| Employer contribution / active EE | $9,187 | $2,823+225.4% | $4,617+99.0% | $1,963+368.1% |
| Participant deferral / active EE | $0 | $5,084-100.0% | $5,984-100.0% | $3,054-100.0% |
| Admin fee / account holder | $1 | $663-99.9% | $8,357-100.0% | $504-99.9% |