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 | $121,699 | $49,915+143.8% | $154,803-21.4% | $74,304+63.8% |
| Participation rate | 80.8% | 54.0%+26.8pp | 78.1%+2.7pp | 60.3%+20.4pp |
| Annual return | 11.01% | 34.06%-23.0pp | 58.88%-47.9pp | 29.43%-18.4pp |
| Employer contribution / active EE | $3,528 | $1,611+118.9% | $4,305-18.1% | $2,241+57.4% |
| Participant deferral / active EE | $3,581 | $2,255+58.8% | $5,540-35.4% | $3,767-4.9% |
| Admin fee / account holder | $28 | $2,189-98.7% | $14,329-99.8% | $2,969-99.1% |