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 | $95,188 | $86,286+10.3% | $111,297-14.5% | $85,850+10.9% |
| Participation rate | 98.9% | 73.3%+25.6pp | 77.3%+21.6pp | 69.3%+29.6pp |
| Annual return | 6.20% | 19.99%-13.8pp | 54.65%-48.4pp | 318.53%-312.3pp |
| Employer contribution / active EE | $6,309 | $2,043+208.8% | $2,731+131.0% | $2,565+146.0% |
| Participant deferral / active EE | $0 | $3,641-100.0% | $4,487-100.0% | $3,952-100.0% |
| Admin fee / account holder | $0 | $8,188-100.0% | $7,964-100.0% | $6,260-100.0% |