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 9-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 | $189,401 | $61,774+206.6% | $97,226+94.8% | $80,856+134.2% |
| Participation rate | 98.9% | 63.5%+35.4pp | 72.7%+26.3pp | 67.6%+31.3pp |
| Annual return | 6.67% | -557.90%+564.6pp | 75.13%-68.5pp | 35.59%-28.9pp |
| Employer contribution / active EE | $1,655 | $1,837-9.9% | $2,729-39.4% | $2,755-39.9% |
| Participant deferral / active EE | $0 | $3,029-100.0% | $4,264-100.0% | $4,296-100.0% |
| Admin fee / account holder | $0 | $5,166-100.0% | $5,654-100.0% | $6,918-100.0% |