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 5-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 | $52,167 | $104,317-50.0% | $159,436-67.3% | $86,799-39.9% |
| Participation rate | 83.9% | 77.7%+6.2pp | 82.8%+1.1pp | 72.3%+11.7pp |
| Annual return | 10.48% | 26.32%-15.8pp | 263.57%-253.1pp | 97.91%-87.4pp |
| Employer contribution / active EE | $1,980 | $3,451-42.6% | $4,829-59.0% | $2,405-17.7% |
| Participant deferral / active EE | $0 | $6,837-100.0% | $7,352-100.0% | $4,131-100.0% |
| Admin fee / account holder | $0 | $172-100.0% | $10,799-100.0% | $170-100.0% |