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 | $111,385 | $50,956+118.6% | $96,562+15.4% | $86,799+28.3% |
| Participation rate | 89.3% | 65.2%+24.0pp | 69.8%+19.5pp | 72.3%+17.0pp |
| Annual return | -3.27% | 21.27%-24.5pp | 37.78%-41.1pp | 97.91%-101.2pp |
| Employer contribution / active EE | $11,590 | $1,111+943.5% | $2,356+391.9% | $2,405+381.9% |
| Participant deferral / active EE | $0 | $2,954-100.0% | $3,849-100.0% | $4,131-100.0% |
| Admin fee / account holder | $0 | $166-100.0% | $6,181-100.0% | $170-100.0% |