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 | $77,547 | $80,968-4.2% | $96,544-19.7% | $75,163+3.2% |
| Participation rate | 89.0% | 71.8%+17.3pp | 76.0%+13.1pp | 67.2%+21.8pp |
| Annual return | 9.16% | 27.06%-17.9pp | 25.84%-16.7pp | 160.62%-151.5pp |
| Employer contribution / active EE | $2,925 | $2,282+28.2% | $2,965-1.4% | $2,670+9.5% |
| Participant deferral / active EE | $0 | $3,928-100.0% | $4,851-100.0% | $4,125-100.0% |
| Admin fee / account holder | $40 | $6,724-99.4% | $8,252-99.5% | $5,651-99.3% |