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 | $23,098 | $67,984-66.0% | $65,493-64.7% | $74,304-68.9% |
| Participation rate | 73.7% | 66.3%+7.4pp | 73.1%+0.6pp | 60.3%+13.4pp |
| Annual return | 10.68% | 19.87%-9.2pp | 982.45%-971.8pp | 29.43%-18.8pp |
| Employer contribution / active EE | $825 | $2,491-66.9% | $2,574-68.0% | $2,241-63.2% |
| Participant deferral / active EE | $1,286 | $3,346-61.6% | $3,961-67.5% | $3,767-65.9% |
| Admin fee / account holder | $11 | $1,373-99.2% | $5,028-99.8% | $2,969-99.6% |