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 | $193,650 | $69,362+179.2% | $101,248+91.3% | $73,488+163.5% |
| Participation rate | 96.6% | 68.4%+28.3pp | 75.8%+20.8pp | 70.7%+26.0pp |
| Annual return | 10.91% | 18.46%-7.6pp | 46.47%-35.6pp | 28.51%-17.6pp |
| Employer contribution / active EE | $19,580 | $2,628+645.0% | $3,660+435.0% | $2,270+762.5% |
| Participant deferral / active EE | $0 | $3,300-100.0% | $4,370-100.0% | $3,740-100.0% |
| Admin fee / account holder | $1 | $704-99.8% | $5,945-100.0% | $513-99.7% |