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 | $43,578 | $59,417-26.7% | $93,606-53.4% | $74,495-41.5% |
| Participation rate | 99.2% | 59.7%+39.6pp | 68.7%+30.5pp | 67.2%+32.0pp |
| Annual return | -41.00% | 81.83%-122.8pp | 133.20%-174.2pp | 1364.94%-1405.9pp |
| Employer contribution / active EE | $5,271 | $1,264+317.1% | $2,420+117.8% | $2,623+101.0% |
| Participant deferral / active EE | $0 | $3,050-100.0% | $4,411-100.0% | $4,346-100.0% |
| Admin fee / account holder | $23 | $3,021-99.2% | $8,285-99.7% | $1,942-98.8% |