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 | $12,100 | $27,839-56.5% | $58,482-79.3% | $71,457-83.1% |
| Participation rate | 73.8% | 34.5%+39.3pp | 50.9%+23.0pp | 67.9%+5.9pp |
| Annual return | 12.95% | 26.81%-13.9pp | 4239.32%-4226.4pp | 28.85%-15.9pp |
| Employer contribution / active EE | $1,392 | $631+120.8% | $1,053+32.2% | $2,588-46.2% |
| Participant deferral / active EE | $820 | $1,206-32.1% | $1,924-57.4% | $4,289-80.9% |
| Admin fee / account holder | $13 | $1,641-99.2% | $2,516-99.5% | $1,587-99.2% |