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 | $165,223 | $92,055+79.5% | $106,213+55.6% | $77,643+112.8% |
| Participation rate | 99.6% | 81.0%+18.6pp | 75.3%+24.3pp | 70.6%+29.0pp |
| Annual return | 10.72% | 17.91%-7.2pp | 116.14%-105.4pp | 31.24%-20.5pp |
| Employer contribution / active EE | $3,267 | $3,367-3.0% | $3,171+3.0% | $2,726+19.9% |
| Participant deferral / active EE | $0 | $5,386-100.0% | $5,016-100.0% | $4,647-100.0% |
| Admin fee / account holder | $0 | $219-100.0% | $11,033-100.0% | $430-100.0% |