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 | $43,335 | $39,019+11.1% | $80,716-46.3% | $85,850-49.5% |
| Participation rate | 100.0% | 41.5%+58.5pp | 54.2%+45.8pp | 69.3%+30.7pp |
| Annual return | 9.85% | 26.27%-16.4pp | 87.28%-77.4pp | 318.53%-308.7pp |
| Employer contribution / active EE | $1,640 | $722+127.2% | $1,160+41.4% | $2,565-36.1% |
| Participant deferral / active EE | $2,700 | $1,326+103.7% | $2,146+25.8% | $3,952-31.7% |
| Admin fee / account holder | $2 | $2,431-99.9% | $3,380-100.0% | $6,260-100.0% |