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 | $131,421 | $119,446+10.0% | $150,045-12.4% | $85,563+53.6% |
| Participation rate | 91.5% | 75.4%+16.0pp | 82.3%+9.2pp | 66.0%+25.5pp |
| Annual return | 9.27% | 23.72%-14.5pp | 62.55%-53.3pp | 31.51%-22.2pp |
| Employer contribution / active EE | $2,480 | $4,078-39.2% | $4,693-47.2% | $2,654-6.5% |
| Participant deferral / active EE | $0 | $7,985-100.0% | $7,997-100.0% | $4,375-100.0% |
| Admin fee / account holder | $0 | $548-100.0% | $13,435-100.0% | $834-100.0% |