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 | $193,894 | $101,317+91.4% | $146,958+31.9% | $74,495+160.3% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 12.63% | 8730.91%-8718.3pp | 418.34%-405.7pp | 1364.94%-1352.3pp |
| Employer contribution / active EE | $7,042 | $3,810+84.8% | $4,933+42.8% | $2,623+168.5% |
| Participant deferral / active EE | $13,691 | $7,303+87.5% | $8,070+69.7% | $4,346+215.0% |
| Admin fee / account holder | $35 | $1,739-98.0% | $12,998-99.7% | $1,942-98.2% |