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 | $50,720 | $69,763-27.3% | $67,502-24.9% | $74,495-31.9% |
| Participation rate | 86.0% | 71.4%+14.6pp | 72.9%+13.1pp | 67.2%+18.8pp |
| Annual return | 9.78% | -40.34%+50.1pp | 3512.12%-3502.3pp | 1364.94%-1355.2pp |
| Employer contribution / active EE | $7,513 | $2,704+177.9% | $2,731+175.1% | $2,623+186.4% |
| Participant deferral / active EE | $0 | $3,636-100.0% | $4,000-100.0% | $4,346-100.0% |
| Admin fee / account holder | $0 | $896-100.0% | $3,998-100.0% | $1,942-100.0% |