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 7-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 | $162,222 | $96,484+68.1% | $156,263+3.8% | $74,304+118.3% |
| Participation rate | 94.3% | 67.7%+26.7pp | 78.9%+15.4pp | 60.3%+34.0pp |
| Annual return | -2.20% | 17.73%-19.9pp | 59.47%-61.7pp | 29.43%-31.6pp |
| Employer contribution / active EE | $14,727 | $2,528+482.5% | $4,333+239.9% | $2,241+557.1% |
| Participant deferral / active EE | $0 | $4,286-100.0% | $6,158-100.0% | $3,767-100.0% |
| Admin fee / account holder | $0 | $3,728-100.0% | $14,255-100.0% | $2,969-100.0% |