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 | $40,035 | $67,984-41.1% | $65,493-38.9% | $74,304-46.1% |
| Participation rate | 97.7% | 66.3%+31.4pp | 73.1%+24.6pp | 60.3%+37.4pp |
| Annual return | 10.20% | 19.87%-9.7pp | 982.45%-972.3pp | 29.43%-19.2pp |
| Employer contribution / active EE | $1,831 | $2,491-26.5% | $2,574-28.9% | $2,241-18.3% |
| Participant deferral / active EE | $0 | $3,346-100.0% | $3,961-100.0% | $3,767-100.0% |
| Admin fee / account holder | $0 | $1,373-100.0% | $5,028-100.0% | $2,969-100.0% |