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 | $43,080 | $56,423-23.6% | $77,163-44.2% | $71,457-39.7% |
| Participation rate | 100.0% | 64.3%+35.7pp | 69.6%+30.4pp | 67.9%+32.1pp |
| Annual return | 9.80% | 19.05%-9.2pp | 37.87%-28.1pp | 28.85%-19.0pp |
| Employer contribution / active EE | $3,663 | $1,866+96.3% | $2,535+44.5% | $2,588+41.5% |
| Participant deferral / active EE | $0 | $3,142-100.0% | $3,833-100.0% | $4,289-100.0% |
| Admin fee / account holder | $4 | $1,429-99.7% | $5,472-99.9% | $1,587-99.7% |