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 | $234,922 | $93,131+152.2% | $106,548+120.5% | $86,799+170.6% |
| Participation rate | 98.9% | 81.4%+17.5pp | 76.1%+22.8pp | 72.3%+26.6pp |
| Annual return | -24.02% | 19.45%-43.5pp | 26.80%-50.8pp | 97.91%-121.9pp |
| Employer contribution / active EE | $3,787 | $2,895+30.8% | $2,819+34.3% | $2,405+57.4% |
| Participant deferral / active EE | $0 | $4,708-100.0% | $4,398-100.0% | $4,131-100.0% |
| Admin fee / account holder | $0 | $145-100.0% | $7,407-100.0% | $170-100.0% |