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 | $144,550 | $77,503+86.5% | $100,391+44.0% | $80,856+78.8% |
| Participation rate | 100.0% | 76.9%+23.1pp | 81.5%+18.5pp | 67.6%+32.4pp |
| Annual return | 6.18% | 37.20%-31.0pp | 49.20%-43.0pp | 35.59%-29.4pp |
| Employer contribution / active EE | $11,654 | $2,801+316.1% | $3,942+195.7% | $2,755+323.0% |
| Participant deferral / active EE | $0 | $6,820-100.0% | $8,082-100.0% | $4,296-100.0% |
| Admin fee / account holder | $0 | $5,897-100.0% | $7,899-100.0% | $6,918-100.0% |