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 | $116,087 | $113,016+2.7% | $103,476+12.2% | $74,495+55.8% |
| Participation rate | 86.9% | 80.8%+6.1pp | 80.5%+6.4pp | 67.2%+19.7pp |
| Annual return | 8.46% | 23.24%-14.8pp | 23.90%-15.4pp | 1364.94%-1356.5pp |
| Employer contribution / active EE | $11,575 | $4,881+137.1% | $4,672+147.7% | $2,623+341.3% |
| Participant deferral / active EE | $0 | $7,279-100.0% | $6,623-100.0% | $4,346-100.0% |
| Admin fee / account holder | $0 | $1,709-100.0% | $9,413-100.0% | $1,942-100.0% |