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 | $130,232 | $98,727+31.9% | $113,168+15.1% | $85,563+52.2% |
| Participation rate | 99.1% | 80.8%+18.3pp | 76.6%+22.6pp | 66.0%+33.2pp |
| Annual return | -12.59% | 17.43%-30.0pp | 24.27%-36.9pp | 31.51%-44.1pp |
| Employer contribution / active EE | $13,732 | $2,907+372.4% | $2,975+361.5% | $2,654+417.5% |
| Participant deferral / active EE | $0 | $5,424-100.0% | $5,107-100.0% | $4,375-100.0% |
| Admin fee / account holder | $0 | $357-100.0% | $12,068-100.0% | $834-100.0% |