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 | $52,092 | $93,182-44.1% | $146,665-64.5% | $79,386-34.4% |
| Participation rate | 98.3% | 76.4%+21.8pp | 80.1%+18.2pp | 70.7%+27.6pp |
| Annual return | 7.24% | 21.61%-14.4pp | 22.74%-15.5pp | 116.85%-109.6pp |
| Employer contribution / active EE | $3,776 | $2,420+56.1% | $4,136-8.7% | $2,427+55.6% |
| Participant deferral / active EE | $0 | $4,169-100.0% | $5,506-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $585-100.0% | $10,280-100.0% | $626-100.0% |