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 | $147,066 | $96,403+52.6% | $93,606+57.1% | $77,787+89.1% |
| Participation rate | 99.4% | 87.6%+11.7pp | 75.8%+23.6pp | 73.2%+26.2pp |
| Annual return | 10.35% | 39.36%-29.0pp | 32.76%-22.4pp | 32.57%-22.2pp |
| Employer contribution / active EE | $9,139 | $3,616+152.8% | $2,718+236.2% | $2,504+264.9% |
| Participant deferral / active EE | $0 | $5,341-100.0% | $4,069-100.0% | $3,967-100.0% |
| Admin fee / account holder | $0 | $90-100.0% | $7,888-100.0% | $100-100.0% |