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 | $55,540 | $59,584-6.8% | $86,874-36.1% | $79,386-30.0% |
| Participation rate | 100.0% | 67.7%+32.3pp | 71.6%+28.4pp | 70.7%+29.3pp |
| Annual return | 9.45% | 23.15%-13.7pp | 63.52%-54.1pp | 116.85%-107.4pp |
| Employer contribution / active EE | $2,415 | $1,768+36.6% | $2,495-3.2% | $2,427-0.5% |
| Participant deferral / active EE | $4,330 | $3,036+42.6% | $3,699+17.1% | $4,046+7.0% |
| Admin fee / account holder | $10 | $604-98.4% | $5,828-99.8% | $626-98.4% |