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 9-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 | $105,934 | $34,934+203.2% | $56,411+87.8% | $74,495+42.2% |
| Participation rate | 98.2% | 32.8%+65.4pp | 52.5%+45.7pp | 67.2%+31.0pp |
| Annual return | 0.91% | 25.94%-25.0pp | 1701.33%-1700.4pp | 1364.94%-1364.0pp |
| Employer contribution / active EE | $10,481 | $609+1620.9% | $1,039+909.1% | $2,623+299.6% |
| Participant deferral / active EE | $0 | $1,170-100.0% | $1,952-100.0% | $4,346-100.0% |
| Admin fee / account holder | $1 | $2,364-100.0% | $2,829-100.0% | $1,942-100.0% |