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 | $76,228 | $101,317-24.8% | $146,958-48.1% | $74,495+2.3% |
| Participation rate | 87.7% | 75.5%+12.1pp | 82.2%+5.5pp | 67.2%+20.5pp |
| Annual return | -7.40% | 8730.91%-8738.3pp | 418.34%-425.7pp | 1364.94%-1372.3pp |
| Employer contribution / active EE | $2,963 | $3,810-22.2% | $4,933-39.9% | $2,623+13.0% |
| Participant deferral / active EE | $0 | $7,303-100.0% | $8,070-100.0% | $4,346-100.0% |
| Admin fee / account holder | $0 | $1,739-100.0% | $12,998-100.0% | $1,942-100.0% |