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 5-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 | $120,870 | $88,083+37.2% | $164,813-26.7% | $74,495+62.3% |
| Participation rate | 96.2% | 73.0%+23.1pp | 78.6%+17.6pp | 67.2%+29.0pp |
| Annual return | 4.59% | 17.26%-12.7pp | 69.93%-65.3pp | 1364.94%-1360.4pp |
| Employer contribution / active EE | $16,398 | $2,593+532.4% | $4,341+277.8% | $2,623+525.2% |
| Participant deferral / active EE | $0 | $4,498-100.0% | $6,031-100.0% | $4,346-100.0% |
| Admin fee / account holder | $0 | $2,234-100.0% | $12,690-100.0% | $1,942-100.0% |