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 | $98,349 | $80,724+21.8% | $103,333-4.8% | $74,495+32.0% |
| Participation rate | 94.1% | 65.7%+28.4pp | 74.5%+19.6pp | 67.2%+26.9pp |
| Annual return | -22.22% | 27.56%-49.8pp | 24.88%-47.1pp | 1364.94%-1387.2pp |
| Employer contribution / active EE | $17,861 | $3,157+465.7% | $3,868+361.8% | $2,623+580.9% |
| Participant deferral / active EE | $0 | $3,860-100.0% | $5,057-100.0% | $4,346-100.0% |
| Admin fee / account holder | $3 | $2,368-99.9% | $8,355-100.0% | $1,942-99.8% |