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 | $6,011 | $52,380-88.5% | $98,755-93.9% | $85,850-93.0% |
| Participation rate | 98.3% | 58.0%+40.4pp | 65.7%+32.6pp | 69.3%+29.0pp |
| Annual return | -37.21% | 25.82%-63.0pp | 49.91%-87.1pp | 318.53%-355.7pp |
| Employer contribution / active EE | $5,205 | $1,337+289.1% | $2,067+151.7% | $2,565+102.9% |
| Participant deferral / active EE | $0 | $2,101-100.0% | $3,035-100.0% | $3,952-100.0% |
| Admin fee / account holder | $2 | $3,865-100.0% | $4,076-100.0% | $6,260-100.0% |