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 | $52,437 | $65,376-19.8% | $87,100-39.8% | $65,185-19.6% |
| Participation rate | 72.9% | 75.3%-2.5pp | 76.9%-4.0pp | 70.2%+2.7pp |
| Annual return | -4.45% | 31.27%-35.7pp | 28.19%-32.6pp | 29.38%-33.8pp |
| Employer contribution / active EE | $687 | $1,822-62.3% | $2,521-72.8% | $2,177-68.5% |
| Participant deferral / active EE | $0 | $3,388-100.0% | $4,049-100.0% | $3,514-100.0% |
| Admin fee / account holder | $0 | $520-100.0% | $7,497-100.0% | $847-100.0% |