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 | $113,709 | $109,413+3.9% | $156,263-27.2% | $84,808+34.1% |
| Participation rate | 100.0% | 72.7%+27.3pp | 78.9%+21.1pp | 68.3%+31.7pp |
| Annual return | 3.57% | 20.18%-16.6pp | 59.47%-55.9pp | 40.90%-37.3pp |
| Employer contribution / active EE | $5,333 | $2,907+83.5% | $4,333+23.1% | $2,631+102.7% |
| Participant deferral / active EE | $5,003 | $4,590+9.0% | $6,158-18.8% | $4,212+18.8% |
| Admin fee / account holder | $10 | $9,357-99.9% | $14,255-99.9% | $7,344-99.9% |