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 4-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 | $43,455 | $93,571-53.6% | $135,903-68.0% | $75,163-42.2% |
| Participation rate | 94.4% | 75.2%+19.3pp | 81.9%+12.5pp | 67.2%+27.3pp |
| Annual return | -68.79% | 30.90%-99.7pp | 68.23%-137.0pp | 160.62%-229.4pp |
| Employer contribution / active EE | $32,947 | $3,537+831.6% | $4,856+578.5% | $2,670+1134.0% |
| Participant deferral / active EE | $0 | $6,404-100.0% | $7,758-100.0% | $4,125-100.0% |
| Admin fee / account holder | $2 | $6,975-100.0% | $10,762-100.0% | $5,651-100.0% |