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 | $97,193 | $54,701+77.7% | $86,188+12.8% | $71,457+36.0% |
| Participation rate | 99.6% | 60.1%+39.5pp | 69.0%+30.6pp | 67.9%+31.7pp |
| Annual return | -7.44% | 20.06%-27.5pp | 1168.45%-1175.9pp | 28.85%-36.3pp |
| Employer contribution / active EE | $14,520 | $1,265+1047.8% | $2,380+510.1% | $2,588+461.1% |
| Participant deferral / active EE | $0 | $3,108-100.0% | $3,985-100.0% | $4,289-100.0% |
| Admin fee / account holder | $0 | $1,922-100.0% | $6,852-100.0% | $1,587-100.0% |