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 | $108,492 | $137,414-21.0% | $189,513-42.8% | $85,850+26.4% |
| Participation rate | 85.0% | 84.6%+0.4pp | 87.8%-2.8pp | 69.3%+15.7pp |
| Annual return | 10.48% | 38.14%-27.7pp | 555.15%-544.7pp | 318.53%-308.1pp |
| Employer contribution / active EE | $2,266 | $4,344-47.8% | $6,162-63.2% | $2,565-11.7% |
| Participant deferral / active EE | $6,964 | $6,260+11.3% | $8,221-15.3% | $3,952+76.2% |
| Admin fee / account holder | $52 | $8,630-99.4% | $12,045-99.6% | $6,260-99.2% |