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 | $25,770 | $88,122-70.8% | $141,162-81.7% | $67,579-61.9% |
| Participation rate | 98.9% | 76.5%+22.4pp | 82.5%+16.4pp | 71.3%+27.6pp |
| Annual return | -5.98% | 75.40%-81.4pp | 71.39%-77.4pp | 378.56%-384.5pp |
| Employer contribution / active EE | $3,701 | $3,224+14.8% | $4,735-21.8% | $2,148+72.3% |
| Participant deferral / active EE | $0 | $5,958-100.0% | $6,709-100.0% | $3,539-100.0% |
| Admin fee / account holder | $0 | $131-100.0% | $10,261-100.0% | $142-100.0% |