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 | $45,317 | $80,724-43.9% | $103,333-56.1% | $74,495-39.2% |
| Participation rate | 100.0% | 65.7%+34.3pp | 74.5%+25.5pp | 67.2%+32.8pp |
| Annual return | 9.72% | 27.56%-17.8pp | 24.88%-15.2pp | 1364.94%-1355.2pp |
| Employer contribution / active EE | $5,658 | $3,157+79.2% | $3,868+46.3% | $2,623+115.7% |
| Participant deferral / active EE | $3,855 | $3,860-0.1% | $5,057-23.8% | $4,346-11.3% |
| Admin fee / account holder | $0 | $2,368-100.0% | $8,355-100.0% | $1,942-100.0% |