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 | $185,993 | $66,310+180.5% | $93,606+98.7% | $65,185+185.3% |
| Participation rate | 100.0% | 74.0%+26.0pp | 75.8%+24.2pp | 70.2%+29.8pp |
| Annual return | 14.98% | 42.58%-27.6pp | 32.76%-17.8pp | 29.38%-14.4pp |
| Employer contribution / active EE | $10,721 | $2,012+432.8% | $2,718+294.4% | $2,177+392.5% |
| Participant deferral / active EE | $0 | $3,342-100.0% | $4,069-100.0% | $3,514-100.0% |
| Admin fee / account holder | $0 | $6,897-100.0% | $7,888-100.0% | $847-100.0% |