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 | $96,332 | $82,523+16.7% | $115,752-16.8% | $70,131+37.4% |
| Participation rate | 98.8% | 74.0%+24.8pp | 77.8%+21.0pp | 69.5%+29.2pp |
| Annual return | -1.67% | 28.22%-29.9pp | 19.41%-21.1pp | 73.14%-74.8pp |
| Employer contribution / active EE | $5,119 | $2,758+85.6% | $3,492+46.6% | $2,342+118.5% |
| Participant deferral / active EE | $0 | $4,062-100.0% | $5,204-100.0% | $3,332-100.0% |
| Admin fee / account holder | $0 | $4,552-100.0% | $6,278-100.0% | $4,645-100.0% |