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 | $66,078 | $67,984-2.8% | $65,493+0.9% | $74,304-11.1% |
| Participation rate | 100.0% | 66.3%+33.7pp | 73.1%+26.9pp | 60.3%+39.7pp |
| Annual return | 10.51% | 19.87%-9.4pp | 982.45%-971.9pp | 29.43%-18.9pp |
| Employer contribution / active EE | $5,554 | $2,491+123.0% | $2,574+115.8% | $2,241+147.8% |
| Participant deferral / active EE | $0 | $3,346-100.0% | $3,961-100.0% | $3,767-100.0% |
| Admin fee / account holder | $175 | $1,373-87.3% | $5,028-96.5% | $2,969-94.1% |