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 6-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 | $174,884 | $80,724+116.6% | $103,333+69.2% | $74,495+134.8% |
| Participation rate | 72.9% | 65.7%+7.2pp | 74.5%-1.6pp | 67.2%+5.7pp |
| Annual return | 6.15% | 27.56%-21.4pp | 24.88%-18.7pp | 1364.94%-1358.8pp |
| Employer contribution / active EE | $15,687 | $3,157+396.8% | $3,868+305.6% | $2,623+498.0% |
| Participant deferral / active EE | $0 | $3,860-100.0% | $5,057-100.0% | $4,346-100.0% |
| Admin fee / account holder | $3 | $2,368-99.9% | $8,355-100.0% | $1,942-99.8% |