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 | $49,286 | $92,971-47.0% | $96,683-49.0% | $74,419-33.8% |
| Participation rate | 98.9% | 71.5%+27.4pp | 74.3%+24.6pp | 70.7%+28.2pp |
| Annual return | 10.23% | 37.49%-27.3pp | 35.69%-25.5pp | 34.38%-24.2pp |
| Employer contribution / active EE | $7,049 | $3,426+105.8% | $3,737+88.6% | $2,637+167.3% |
| Participant deferral / active EE | $0 | $3,970-100.0% | $4,878-100.0% | $4,528-100.0% |
| Admin fee / account holder | $1 | $633-99.8% | $6,730-100.0% | $348-99.7% |