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 | $46,765 | $69,763-33.0% | $67,502-30.7% | $74,495-37.2% |
| Participation rate | 82.2% | 71.4%+10.9pp | 72.9%+9.4pp | 67.2%+15.0pp |
| Annual return | 10.06% | -40.34%+50.4pp | 3512.12%-3502.1pp | 1364.94%-1354.9pp |
| Employer contribution / active EE | $2,003 | $2,704-25.9% | $2,731-26.7% | $2,623-23.7% |
| Participant deferral / active EE | $2,010 | $3,636-44.7% | $4,000-49.7% | $4,346-53.7% |
| Admin fee / account holder | $48 | $896-94.6% | $3,998-98.8% | $1,942-97.5% |