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 | $61,223 | $119,446-48.7% | $150,045-59.2% | $85,563-28.4% |
| Participation rate | 98.1% | 75.4%+22.7pp | 82.3%+15.8pp | 66.0%+32.2pp |
| Annual return | 13.70% | 23.72%-10.0pp | 62.55%-48.8pp | 31.51%-17.8pp |
| Employer contribution / active EE | $1,195 | $4,078-70.7% | $4,693-74.5% | $2,654-55.0% |
| Participant deferral / active EE | $0 | $7,985-100.0% | $7,997-100.0% | $4,375-100.0% |
| Admin fee / account holder | $0 | $548-100.0% | $13,435-100.0% | $834-100.0% |