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 | $89,433 | $148,978-40.0% | $200,582-55.4% | $84,808+5.5% |
| Participation rate | 100.0% | 84.2%+15.8pp | 86.9%+13.1pp | 68.3%+31.7pp |
| Annual return | 12.57% | 28.16%-15.6pp | 42.33%-29.8pp | 40.90%-28.3pp |
| Employer contribution / active EE | $2,668 | $4,815-44.6% | $6,419-58.4% | $2,631+1.4% |
| Participant deferral / active EE | $7,826 | $7,142+9.6% | $9,331-16.1% | $4,212+85.8% |
| Admin fee / account holder | $2 | $13,977-100.0% | $16,305-100.0% | $7,344-100.0% |