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 | $41,470 | $69,362-40.2% | $101,248-59.0% | $73,488-43.6% |
| Participation rate | 99.2% | 68.4%+30.9pp | 75.8%+23.4pp | 70.7%+28.6pp |
| Annual return | 1.32% | 18.46%-17.1pp | 46.47%-45.1pp | 28.51%-27.2pp |
| Employer contribution / active EE | $3,036 | $2,628+15.5% | $3,660-17.0% | $2,270+33.8% |
| Participant deferral / active EE | $0 | $3,300-100.0% | $4,370-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $704-100.0% | $5,945-100.0% | $513-100.0% |