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 | $161,191 | $106,028+52.0% | $146,958+9.7% | $77,643+107.6% |
| Participation rate | 99.0% | 78.4%+20.6pp | 82.2%+16.9pp | 70.6%+28.4pp |
| Annual return | 7.85% | 56.73%-48.9pp | 418.34%-410.5pp | 31.24%-23.4pp |
| Employer contribution / active EE | $9,721 | $4,063+139.2% | $4,933+97.1% | $2,726+256.6% |
| Participant deferral / active EE | $0 | $7,990-100.0% | $8,070-100.0% | $4,647-100.0% |
| Admin fee / account holder | $0 | $337-100.0% | $12,998-100.0% | $430-100.0% |