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 | $29,246 | $55,415-47.2% | $155,509-81.2% | $74,495-60.7% |
| Participation rate | 97.1% | 61.9%+35.2pp | 78.2%+18.9pp | 67.2%+29.9pp |
| Annual return | 9.30% | 268.50%-259.2pp | 64.67%-55.4pp | 1364.94%-1355.6pp |
| Employer contribution / active EE | $4,482 | $2,267+97.7% | $4,672-4.1% | $2,623+70.9% |
| Participant deferral / active EE | $0 | $2,836-100.0% | $5,626-100.0% | $4,346-100.0% |
| Admin fee / account holder | $112 | $1,738-93.5% | $15,912-99.3% | $1,942-94.2% |