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 4-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 | $29,469 | $79,944-63.1% | $98,439-70.1% | $75,163-60.8% |
| Participation rate | 96.7% | 70.4%+26.3pp | 75.2%+21.5pp | 67.2%+29.5pp |
| Annual return | -30.88% | 19.75%-50.6pp | 21.16%-52.0pp | 160.62%-191.5pp |
| Employer contribution / active EE | $14,233 | $2,264+528.7% | $3,048+367.0% | $2,670+433.1% |
| Participant deferral / active EE | $0 | $3,752-100.0% | $4,738-100.0% | $4,125-100.0% |
| Admin fee / account holder | $0 | $6,840-100.0% | $8,948-100.0% | $5,651-100.0% |