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 | $18,602 | $50,982-63.5% | $154,803-88.0% | $85,563-78.3% |
| Participation rate | 96.3% | 59.8%+36.5pp | 78.1%+18.2pp | 66.0%+30.3pp |
| Annual return | 11.50% | 30.35%-18.9pp | 58.88%-47.4pp | 31.51%-20.0pp |
| Employer contribution / active EE | $0 | $1,708-100.0% | $4,305-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $1,729 | $2,474-30.1% | $5,540-68.8% | $4,375-60.5% |
| Admin fee / account holder | $5 | $846-99.4% | $14,329-100.0% | $834-99.4% |