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 | $128,230 | $108,549+18.1% | $156,263-17.9% | $85,563+49.9% |
| Participation rate | 96.3% | 77.1%+19.2pp | 78.9%+17.4pp | 66.0%+30.4pp |
| Annual return | 8.43% | 21.79%-13.4pp | 59.47%-51.0pp | 31.51%-23.1pp |
| Employer contribution / active EE | $6,288 | $2,690+133.8% | $4,333+45.1% | $2,654+137.0% |
| Participant deferral / active EE | $0 | $4,800-100.0% | $6,158-100.0% | $4,375-100.0% |
| Admin fee / account holder | $0 | $650-100.0% | $14,255-100.0% | $834-100.0% |