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 6-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 | $26,374 | $44,897-41.3% | $84,966-69.0% | $199,593-86.8% |
| Participation rate | 95.1% | 45.7%+49.4pp | 67.5%+27.6pp | 72.0%+23.2pp |
| Annual return | 2.76% | 20.96%-18.2pp | 66.38%-63.6pp | 34.25%-31.5pp |
| Employer contribution / active EE | $3,633 | $1,365+166.1% | $2,727+33.2% | $3,034+19.7% |
| Participant deferral / active EE | $0 | $2,668-100.0% | $4,519-100.0% | $5,087-100.0% |
| Admin fee / account holder | $0 | $584-100.0% | $6,149-100.0% | $269-100.0% |