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 | $174,735 | $79,171+120.7% | $102,423+70.6% | $74,495+134.6% |
| Participation rate | 89.1% | 74.8%+14.3pp | 76.5%+12.6pp | 67.2%+21.9pp |
| Annual return | 0.84% | 54.93%-54.1pp | 29.32%-28.5pp | 1364.94%-1364.1pp |
| Employer contribution / active EE | $4,145 | $2,362+75.5% | $3,023+37.1% | $2,623+58.0% |
| Participant deferral / active EE | $0 | $4,415-100.0% | $5,053-100.0% | $4,346-100.0% |
| Admin fee / account holder | $12 | $2,001-99.4% | $9,451-99.9% | $1,942-99.4% |