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 9-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 | $97,642 | $48,750+100.3% | $88,946+9.8% | $74,304+31.4% |
| Participation rate | 100.0% | 44.5%+55.5pp | 68.8%+31.2pp | 60.3%+39.7pp |
| Annual return | 3.58% | 25.91%-22.3pp | 57.82%-54.2pp | 29.43%-25.9pp |
| Employer contribution / active EE | $9,957 | $1,255+693.4% | $2,555+289.7% | $2,241+344.3% |
| Participant deferral / active EE | $0 | $2,423-100.0% | $4,581-100.0% | $3,767-100.0% |
| Admin fee / account holder | $0 | $3,756-100.0% | $8,261-100.0% | $2,969-100.0% |