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 | $32,659 | $62,127-47.4% | $81,382-59.9% | $74,495-56.2% |
| Participation rate | 100.0% | 64.0%+36.0pp | 69.5%+30.5pp | 67.2%+32.8pp |
| Annual return | -46.26% | 16.48%-62.7pp | 24.73%-71.0pp | 1364.94%-1411.2pp |
| Employer contribution / active EE | $5,996 | $1,882+218.6% | $2,463+143.5% | $2,623+128.6% |
| Participant deferral / active EE | $0 | $3,229-100.0% | $3,883-100.0% | $4,346-100.0% |
| Admin fee / account holder | $4 | $1,934-99.8% | $5,768-99.9% | $1,942-99.8% |