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 | $49,277 | $104,317-52.8% | $159,436-69.1% | $86,799-43.2% |
| Participation rate | 84.5% | 77.7%+6.7pp | 82.8%+1.6pp | 72.3%+12.2pp |
| Annual return | 3.70% | 26.32%-22.6pp | 263.57%-259.9pp | 97.91%-94.2pp |
| Employer contribution / active EE | $6,985 | $3,451+102.4% | $4,829+44.6% | $2,405+190.4% |
| Participant deferral / active EE | $0 | $6,837-100.0% | $7,352-100.0% | $4,131-100.0% |
| Admin fee / account holder | $9 | $172-94.8% | $10,799-99.9% | $170-94.7% |