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 7-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 | $26,250 | $84,487-68.9% | $125,339-79.1% | $66,914-60.8% |
| Participation rate | 96.7% | 76.4%+20.3pp | 82.4%+14.3pp | 69.8%+26.9pp |
| Annual return | -47.04% | -8.39%-38.6pp | 572.05%-619.1pp | 1.58%-48.6pp |
| Employer contribution / active EE | $10,513 | $3,553+195.9% | $4,814+118.4% | $2,544+313.2% |
| Participant deferral / active EE | $0 | $6,781-100.0% | $7,446-100.0% | $4,237-100.0% |
| Admin fee / account holder | $0 | $685-100.0% | $10,010-100.0% | $593-100.0% |