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 | $97,042 | $52,090+86.3% | $95,745+1.4% | $80,160+21.1% |
| Participation rate | 100.0% | 67.0%+33.0pp | 72.3%+27.7pp | 72.9%+27.1pp |
| Annual return | 6.96% | 23.29%-16.3pp | 28.35%-21.4pp | 40.38%-33.4pp |
| Employer contribution / active EE | $2,131 | $1,548+37.6% | $2,835-24.8% | $2,978-28.4% |
| Participant deferral / active EE | $0 | $3,266-100.0% | $4,245-100.0% | $5,017-100.0% |
| Admin fee / account holder | $0 | $96-100.0% | $5,678-100.0% | $145-100.0% |