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 | $41,506 | $89,652-53.7% | $141,162-70.6% | $65,185-36.3% |
| Participation rate | 96.3% | 74.7%+21.6pp | 82.5%+13.8pp | 70.2%+26.1pp |
| Annual return | 17.96% | 32.79%-14.8pp | 71.39%-53.4pp | 29.38%-11.4pp |
| Employer contribution / active EE | $2,089 | $3,065-31.8% | $4,735-55.9% | $2,177-4.0% |
| Participant deferral / active EE | $0 | $5,691-100.0% | $6,709-100.0% | $3,514-100.0% |
| Admin fee / account holder | $0 | $569-100.0% | $10,261-100.0% | $847-100.0% |