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 | $46,599 | $74,089-37.1% | $133,980-65.2% | $55,167-15.5% |
| Participation rate | 99.2% | 84.3%+14.9pp | 87.1%+12.1pp | 69.0%+30.2pp |
| Annual return | 5.07% | 12.11%-7.0pp | 29.30%-24.2pp | 169.23%-164.2pp |
| Employer contribution / active EE | $1,348 | $3,064-56.0% | $5,211-74.1% | $1,963-31.3% |
| Participant deferral / active EE | $0 | $4,678-100.0% | $6,282-100.0% | $3,054-100.0% |
| Admin fee / account holder | $0 | $458-100.0% | $9,324-100.0% | $504-100.0% |