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 | $58,432 | $95,416-38.8% | $185,823-68.6% | $85,850-31.9% |
| Participation rate | 90.4% | 68.8%+21.6pp | 81.7%+8.7pp | 69.3%+21.0pp |
| Annual return | 10.17% | 23.59%-13.4pp | 122.05%-111.9pp | 318.53%-308.4pp |
| Employer contribution / active EE | $4,343 | $3,314+31.1% | $5,167-16.0% | $2,565+69.3% |
| Participant deferral / active EE | $0 | $3,423-100.0% | $5,568-100.0% | $3,952-100.0% |
| Admin fee / account holder | $1 | $7,213-100.0% | $16,237-100.0% | $6,260-100.0% |