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 | $91,732 | $63,114+45.3% | $92,893-1.2% | $65,185+40.7% |
| Participation rate | 98.7% | 68.8%+30.0pp | 76.0%+22.7pp | 70.2%+28.5pp |
| Annual return | 7.80% | 28.75%-21.0pp | 109.41%-101.6pp | 29.38%-21.6pp |
| Employer contribution / active EE | $4,650 | $2,571+80.9% | $3,653+27.3% | $2,177+113.6% |
| Participant deferral / active EE | $0 | $3,108-100.0% | $4,236-100.0% | $3,514-100.0% |
| Admin fee / account holder | $0 | $624-100.0% | $5,794-100.0% | $847-100.0% |