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 | $41,730 | $63,114-33.9% | $92,893-55.1% | $65,185-36.0% |
| Participation rate | 93.4% | 68.8%+24.7pp | 76.0%+17.4pp | 70.2%+23.2pp |
| Annual return | 4.27% | 28.75%-24.5pp | 109.41%-105.1pp | 29.38%-25.1pp |
| Employer contribution / active EE | $4,858 | $2,571+89.0% | $3,653+33.0% | $2,177+123.2% |
| Participant deferral / active EE | $0 | $3,108-100.0% | $4,236-100.0% | $3,514-100.0% |
| Admin fee / account holder | $1 | $624-99.9% | $5,794-100.0% | $847-99.9% |