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 | $89,188 | $112,623-20.8% | $106,213-16.0% | $199,593-55.3% |
| Participation rate | 100.0% | 86.2%+13.8pp | 75.3%+24.7pp | 72.0%+28.0pp |
| Annual return | 3.08% | 15.57%-12.5pp | 116.14%-113.1pp | 34.25%-31.2pp |
| Employer contribution / active EE | $5,404 | $4,575+18.1% | $3,171+70.4% | $3,034+78.1% |
| Participant deferral / active EE | $0 | $6,659-100.0% | $5,016-100.0% | $5,087-100.0% |
| Admin fee / account holder | $0 | $107-100.0% | $11,033-100.0% | $269-100.0% |