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 | $12,066 | $25,302-52.3% | $74,701-83.8% | $67,579-82.1% |
| Participation rate | 100.0% | 37.8%+62.2pp | 54.5%+45.5pp | 71.3%+28.7pp |
| Annual return | -61.35% | 10291.17%-10352.5pp | 752.92%-814.3pp | 378.56%-439.9pp |
| Employer contribution / active EE | $7,315 | $446+1538.7% | $1,084+575.0% | $2,148+240.6% |
| Participant deferral / active EE | $0 | $954-100.0% | $1,964-100.0% | $3,539-100.0% |
| Admin fee / account holder | $9 | $108-91.5% | $3,333-99.7% | $142-93.6% |