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 | $118,614 | $65,561+80.9% | $86,188+37.6% | $75,163+57.8% |
| Participation rate | 95.7% | 60.5%+35.2pp | 69.0%+26.7pp | 67.2%+28.5pp |
| Annual return | -1.08% | 46.05%-47.1pp | 1168.45%-1169.5pp | 160.62%-161.7pp |
| Employer contribution / active EE | $6,911 | $1,553+345.1% | $2,380+190.4% | $2,670+158.9% |
| Participant deferral / active EE | $0 | $3,024-100.0% | $3,985-100.0% | $4,125-100.0% |
| Admin fee / account holder | $7 | $5,474-99.9% | $6,852-99.9% | $5,651-99.9% |