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 6-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 | $67,663 | $79,171-14.5% | $102,423-33.9% | $74,495-9.2% |
| Participation rate | 100.0% | 74.8%+25.2pp | 76.5%+23.5pp | 67.2%+32.8pp |
| Annual return | -6.80% | 54.93%-61.7pp | 29.32%-36.1pp | 1364.94%-1371.7pp |
| Employer contribution / active EE | $6,153 | $2,362+160.5% | $3,023+103.5% | $2,623+134.6% |
| Participant deferral / active EE | $0 | $4,415-100.0% | $5,053-100.0% | $4,346-100.0% |
| Admin fee / account holder | $3 | $2,001-99.8% | $9,451-100.0% | $1,942-99.8% |