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 | $106,043 | $67,984+56.0% | $65,493+61.9% | $74,304+42.7% |
| Participation rate | 93.0% | 66.3%+26.7pp | 73.1%+19.9pp | 60.3%+32.7pp |
| Annual return | 11.11% | 19.87%-8.8pp | 982.45%-971.3pp | 29.43%-18.3pp |
| Employer contribution / active EE | $1,790 | $2,491-28.2% | $2,574-30.5% | $2,241-20.1% |
| Participant deferral / active EE | $3,145 | $3,346-6.0% | $3,961-20.6% | $3,767-16.5% |
| Admin fee / account holder | $118 | $1,373-91.4% | $5,028-97.7% | $2,969-96.0% |