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 | $71,603 | $69,362+3.2% | $101,248-29.3% | $73,488-2.6% |
| Participation rate | 99.1% | 68.4%+30.7pp | 75.8%+23.2pp | 70.7%+28.4pp |
| Annual return | 1.85% | 18.46%-16.6pp | 46.47%-44.6pp | 28.51%-26.7pp |
| Employer contribution / active EE | $8,707 | $2,628+231.3% | $3,660+137.9% | $2,270+283.6% |
| Participant deferral / active EE | $0 | $3,300-100.0% | $4,370-100.0% | $3,740-100.0% |
| Admin fee / account holder | $6 | $704-99.1% | $5,945-99.9% | $513-98.8% |