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 | $146,273 | $99,078+47.6% | $96,544+51.5% | $74,419+96.6% |
| Participation rate | 89.4% | 80.7%+8.8pp | 76.0%+13.5pp | 70.7%+18.7pp |
| Annual return | 4.01% | 22.48%-18.5pp | 25.84%-21.8pp | 34.38%-30.4pp |
| Employer contribution / active EE | $9,187 | $2,570+257.4% | $2,965+209.9% | $2,637+248.3% |
| Participant deferral / active EE | $0 | $4,933-100.0% | $4,851-100.0% | $4,528-100.0% |
| Admin fee / account holder | $0 | $225-100.0% | $8,252-100.0% | $348-100.0% |