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 | $105,186 | $148,978-29.4% | $200,582-47.6% | $84,808+24.0% |
| Participation rate | 98.0% | 84.2%+13.7pp | 86.9%+11.1pp | 68.3%+29.6pp |
| Annual return | 10.54% | 28.16%-17.6pp | 42.33%-31.8pp | 40.90%-30.4pp |
| Employer contribution / active EE | $3,789 | $4,815-21.3% | $6,419-41.0% | $2,631+44.0% |
| Participant deferral / active EE | $9,620 | $7,142+34.7% | $9,331+3.1% | $4,212+128.4% |
| Admin fee / account holder | $2 | $13,977-100.0% | $16,305-100.0% | $7,344-100.0% |