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 8-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 | $173,734 | $69,763+149.0% | $67,502+157.4% | $74,495+133.2% |
| Participation rate | 95.6% | 71.4%+24.2pp | 72.9%+22.7pp | 67.2%+28.4pp |
| Annual return | 10.80% | -40.34%+51.1pp | 3512.12%-3501.3pp | 1364.94%-1354.1pp |
| Employer contribution / active EE | $4,456 | $2,704+64.8% | $2,731+63.2% | $2,623+69.9% |
| Participant deferral / active EE | $7,685 | $3,636+111.4% | $4,000+92.1% | $4,346+76.8% |
| Admin fee / account holder | $100 | $896-88.9% | $3,998-97.5% | $1,942-94.9% |