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 | $36,725 | $48,795-24.7% | $65,493-43.9% | $84,808-56.7% |
| Participation rate | 77.4% | 67.0%+10.4pp | 73.1%+4.3pp | 68.3%+9.0pp |
| Annual return | 10.93% | 20.20%-9.3pp | 982.45%-971.5pp | 40.90%-30.0pp |
| Employer contribution / active EE | $2,490 | $1,930+29.1% | $2,574-3.3% | $2,631-5.3% |
| Participant deferral / active EE | $1,279 | $2,928-56.3% | $3,961-67.7% | $4,212-69.6% |
| Admin fee / account holder | $0 | $3,877-100.0% | $5,028-100.0% | $7,344-100.0% |