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 | $112,090 | $38,365+192.2% | $84,611+32.5% | $65,185+72.0% |
| Participation rate | 100.0% | 55.7%+44.3pp | 68.2%+31.8pp | 70.2%+29.8pp |
| Annual return | 5.75% | 32.00%-26.2pp | 258.74%-253.0pp | 29.38%-23.6pp |
| Employer contribution / active EE | $27,234 | $1,258+2064.0% | $2,652+926.9% | $2,177+1151.2% |
| Participant deferral / active EE | $0 | $2,278-100.0% | $3,899-100.0% | $3,514-100.0% |
| Admin fee / account holder | $13 | $451-97.1% | $4,912-99.7% | $847-98.4% |