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 | $34,370 | $91,762-62.5% | $67,502-49.1% | $77,643-55.7% |
| Participation rate | 95.3% | 75.9%+19.4pp | 72.9%+22.5pp | 70.6%+24.8pp |
| Annual return | 11.04% | 14.87%-3.8pp | 3512.12%-3501.1pp | 31.24%-20.2pp |
| Employer contribution / active EE | $2,747 | $3,181-13.7% | $2,731+0.6% | $2,726+0.8% |
| Participant deferral / active EE | $0 | $3,903-100.0% | $4,000-100.0% | $4,647-100.0% |
| Admin fee / account holder | $0 | $176-100.0% | $3,998-100.0% | $430-100.0% |