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 | $193,258 | $112,315+72.1% | $81,367+137.5% | $55,191+250.2% |
| Participation rate | 89.0% | 88.0%+1.0pp | 82.3%+6.7pp | 69.2%+19.8pp |
| Annual return | -1.43% | 0.62%-2.0pp | -0.92%-0.5pp | 10.78%-12.2pp |
| Employer contribution / active EE | $3,585 | $4,239-15.4% | $3,930-8.8% | $1,899+88.8% |
| Participant deferral / active EE | $11,478 | $6,435+78.4% | $5,383+113.2% | $3,046+276.8% |
| Admin fee / account holder | $0 | $83-100.0% | $8,926-100.0% | $91-100.0% |