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 | $190,955 | $56,317+239.1% | $71,209+168.2% | $74,304+157.0% |
| Participation rate | 92.5% | 55.1%+37.3pp | 73.8%+18.7pp | 60.3%+32.1pp |
| Annual return | 9.35% | 42.83%-33.5pp | 282.51%-273.2pp | 29.43%-20.1pp |
| Employer contribution / active EE | $4,325 | $2,160+100.2% | $2,721+59.0% | $2,241+93.0% |
| Participant deferral / active EE | $4,874 | $2,788+74.8% | $4,175+16.7% | $3,767+29.4% |
| Admin fee / account holder | $22 | $2,290-99.0% | $5,349-99.6% | $2,969-99.2% |