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 | $208,542 | $80,724+158.3% | $103,333+101.8% | $74,495+179.9% |
| Participation rate | 86.3% | 65.7%+20.6pp | 74.5%+11.8pp | 67.2%+19.1pp |
| Annual return | 5.24% | 27.56%-22.3pp | 24.88%-19.6pp | 1364.94%-1359.7pp |
| Employer contribution / active EE | $9,584 | $3,157+203.6% | $3,868+147.8% | $2,623+265.4% |
| Participant deferral / active EE | $0 | $3,860-100.0% | $5,057-100.0% | $4,346-100.0% |
| Admin fee / account holder | $28 | $2,368-98.8% | $8,355-99.7% | $1,942-98.6% |