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 | $82,019 | $80,724+1.6% | $103,333-20.6% | $74,495+10.1% |
| Participation rate | 100.0% | 65.7%+34.3pp | 74.5%+25.5pp | 67.2%+32.8pp |
| Annual return | 10.06% | 27.56%-17.5pp | 24.88%-14.8pp | 1364.94%-1354.9pp |
| Employer contribution / active EE | $13,800 | $3,157+337.1% | $3,868+256.8% | $2,623+426.1% |
| Participant deferral / active EE | $6,475 | $3,860+67.7% | $5,057+28.0% | $4,346+49.0% |
| Admin fee / account holder | $24 | $2,368-99.0% | $8,355-99.7% | $1,942-98.7% |