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 | $74,275 | $80,753-8.0% | $136,294-45.5% | $62,292+19.2% |
| Participation rate | 99.0% | 73.5%+25.4pp | 81.9%+17.0pp | 69.5%+29.4pp |
| Annual return | 2.66% | 35.83%-33.2pp | 5155.94%-5153.3pp | 28.90%-26.2pp |
| Employer contribution / active EE | $9,510 | $2,884+229.8% | $4,695+102.5% | $2,042+365.7% |
| Participant deferral / active EE | $0 | $5,164-100.0% | $6,247-100.0% | $3,169-100.0% |
| Admin fee / account holder | $3 | $525-99.5% | $9,243-100.0% | $479-99.5% |