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 | $30,815 | $77,899-60.4% | $149,673-79.4% | $75,163-59.0% |
| Participation rate | 96.5% | 65.6%+30.9pp | 78.8%+17.7pp | 67.2%+29.3pp |
| Annual return | 12.78% | 31.72%-18.9pp | 134.42%-121.6pp | 160.62%-147.8pp |
| Employer contribution / active EE | $1,720 | $3,137-45.2% | $4,818-64.3% | $2,670-35.6% |
| Participant deferral / active EE | $0 | $3,411-100.0% | $5,680-100.0% | $4,125-100.0% |
| Admin fee / account holder | $1 | $5,956-100.0% | $13,210-100.0% | $5,651-100.0% |