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 9-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 | $239,095 | $78,926+202.9% | $136,749+74.8% | $84,808+181.9% |
| Participation rate | 100.0% | 62.2%+37.8pp | 72.1%+27.9pp | 68.3%+31.7pp |
| Annual return | 10.85% | 18.17%-7.3pp | 24.33%-13.5pp | 40.90%-30.0pp |
| Employer contribution / active EE | $8,298 | $2,134+288.8% | $3,400+144.1% | $2,631+215.4% |
| Participant deferral / active EE | $0 | $3,168-100.0% | $4,692-100.0% | $4,212-100.0% |
| Admin fee / account holder | $0 | $6,369-100.0% | $11,386-100.0% | $7,344-100.0% |