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 | $125,578 | $101,317+23.9% | $146,958-14.5% | $74,495+68.6% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | -8.06% | 8730.91%-8739.0pp | 418.34%-426.4pp | 1364.94%-1373.0pp |
| Employer contribution / active EE | $4,303 | $3,810+12.9% | $4,933-12.8% | $2,623+64.1% |
| Participant deferral / active EE | $0 | $7,303-100.0% | $8,070-100.0% | $4,346-100.0% |
| Admin fee / account holder | $6 | $1,739-99.7% | $12,998-100.0% | $1,942-99.7% |