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 | $65,299 | $80,753-19.1% | $136,294-52.1% | $62,292+4.8% |
| Participation rate | 98.0% | 73.5%+24.4pp | 81.9%+16.0pp | 69.5%+28.4pp |
| Annual return | 14.11% | 35.83%-21.7pp | 5155.94%-5141.8pp | 28.90%-14.8pp |
| Employer contribution / active EE | $3,716 | $2,884+28.9% | $4,695-20.9% | $2,042+81.9% |
| Participant deferral / active EE | $0 | $5,164-100.0% | $6,247-100.0% | $3,169-100.0% |
| Admin fee / account holder | $0 | $525-100.0% | $9,243-100.0% | $479-100.0% |