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 | $92,696 | $95,803-3.2% | $113,168-18.1% | $84,808+9.3% |
| Participation rate | 79.7% | 72.9%+6.8pp | 76.6%+3.1pp | 68.3%+11.4pp |
| Annual return | 3.53% | 25.00%-21.5pp | 24.27%-20.7pp | 40.90%-37.4pp |
| Employer contribution / active EE | $3,227 | $2,360+36.7% | $2,975+8.5% | $2,631+22.6% |
| Participant deferral / active EE | $0 | $4,242-100.0% | $5,107-100.0% | $4,212-100.0% |
| Admin fee / account holder | $47 | $8,989-99.5% | $12,068-99.6% | $7,344-99.4% |