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 | $187,126 | $58,264+221.2% | $86,612+116.1% | $71,457+161.9% |
| Participation rate | 92.5% | 65.0%+27.5pp | 71.7%+20.8pp | 67.9%+24.6pp |
| Annual return | 8.73% | 21.63%-12.9pp | 591.07%-582.3pp | 28.85%-20.1pp |
| Employer contribution / active EE | $4,507 | $2,574+75.1% | $3,022+49.1% | $2,588+74.2% |
| Participant deferral / active EE | $5,367 | $3,436+56.2% | $4,438+20.9% | $4,289+25.1% |
| Admin fee / account holder | $3 | $1,057-99.7% | $5,614-99.9% | $1,587-99.8% |