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 9-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 | $22,572 | $79,449-71.6% | $189,557-88.1% | $85,850-73.7% |
| Participation rate | 100.0% | 66.0%+34.0pp | 78.4%+21.6pp | 69.3%+30.7pp |
| Annual return | 9.26% | 18.45%-9.2pp | 64.17%-54.9pp | 318.53%-309.3pp |
| Employer contribution / active EE | $2,147 | $2,081+3.2% | $4,412-51.3% | $2,565-16.3% |
| Participant deferral / active EE | $0 | $4,051-100.0% | $6,174-100.0% | $3,952-100.0% |
| Admin fee / account holder | $9 | $5,377-99.8% | $9,807-99.9% | $6,260-99.8% |