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 | $110,509 | $96,484+14.5% | $156,263-29.3% | $74,304+48.7% |
| Participation rate | 96.5% | 67.7%+28.8pp | 78.9%+17.6pp | 60.3%+36.1pp |
| Annual return | 12.06% | 17.73%-5.7pp | 59.47%-47.4pp | 29.43%-17.4pp |
| Employer contribution / active EE | $1,433 | $2,528-43.3% | $4,333-66.9% | $2,241-36.1% |
| Participant deferral / active EE | $2,776 | $4,286-35.2% | $6,158-54.9% | $3,767-26.3% |
| Admin fee / account holder | $0 | $3,728-100.0% | $14,255-100.0% | $2,969-100.0% |