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 4-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 | $95,757 | $54,193+76.7% | $93,606+2.3% | $77,643+23.3% |
| Participation rate | 96.8% | 63.9%+32.8pp | 68.7%+28.0pp | 70.6%+26.2pp |
| Annual return | 1.66% | 30.54%-28.9pp | 133.20%-131.5pp | 31.24%-29.6pp |
| Employer contribution / active EE | $17,953 | $1,168+1437.1% | $2,420+641.9% | $2,726+558.6% |
| Participant deferral / active EE | $0 | $3,144-100.0% | $4,411-100.0% | $4,647-100.0% |
| Admin fee / account holder | $0 | $576-100.0% | $8,285-100.0% | $430-100.0% |