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 | $152,020 | $104,475+45.5% | $159,436-4.7% | $79,386+91.5% |
| Participation rate | 99.6% | 76.6%+23.0pp | 82.8%+16.8pp | 70.7%+28.9pp |
| Annual return | 7.37% | 67.95%-60.6pp | 263.57%-256.2pp | 116.85%-109.5pp |
| Employer contribution / active EE | $18,377 | $3,417+437.9% | $4,829+280.5% | $2,427+657.1% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $7,352-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $711-100.0% | $10,799-100.0% | $626-100.0% |