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 | $57,062 | $67,606-15.6% | $82,313-30.7% | $70,131-18.6% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 9.19% | 21.57%-12.4pp | 25.88%-16.7pp | 73.14%-64.0pp |
| Employer contribution / active EE | $1,919 | $1,755+9.3% | $2,428-21.0% | $2,342-18.1% |
| Participant deferral / active EE | $2,073 | $2,987-30.6% | $3,706-44.1% | $3,332-37.8% |
| Admin fee / account holder | $108 | $4,512-97.6% | $5,608-98.1% | $4,645-97.7% |