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 | $47,456 | $68,914-31.1% | $136,749-65.3% | $74,304-36.1% |
| Participation rate | 98.1% | 51.3%+46.7pp | 72.1%+25.9pp | 60.3%+37.7pp |
| Annual return | 10.35% | 16.34%-6.0pp | 24.33%-14.0pp | 29.43%-19.1pp |
| Employer contribution / active EE | $2,649 | $1,561+69.7% | $3,400-22.1% | $2,241+18.2% |
| Participant deferral / active EE | $0 | $2,541-100.0% | $4,692-100.0% | $3,767-100.0% |
| Admin fee / account holder | $0 | $3,149-100.0% | $11,386-100.0% | $2,969-100.0% |