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 | $44,583 | $54,045-17.5% | $115,157-61.3% | $65,185-31.6% |
| Participation rate | 98.7% | 63.5%+35.1pp | 75.9%+22.8pp | 70.2%+28.5pp |
| Annual return | 8.11% | 26.55%-18.4pp | 35.60%-27.5pp | 29.38%-21.3pp |
| Employer contribution / active EE | $2,147 | $1,653+29.9% | $3,179-32.4% | $2,177-1.3% |
| Participant deferral / active EE | $0 | $2,504-100.0% | $4,168-100.0% | $3,514-100.0% |
| Admin fee / account holder | $0 | $626-100.0% | $7,088-100.0% | $847-100.0% |