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 | $128,428 | $73,933+73.7% | $96,683+32.8% | $75,163+70.9% |
| Participation rate | 96.1% | 66.4%+29.7pp | 74.3%+21.8pp | 67.2%+28.9pp |
| Annual return | 0.77% | 26.70%-25.9pp | 35.69%-34.9pp | 160.62%-159.9pp |
| Employer contribution / active EE | $4,699 | $2,928+60.5% | $3,737+25.8% | $2,670+76.0% |
| Participant deferral / active EE | $0 | $3,659-100.0% | $4,878-100.0% | $4,125-100.0% |
| Admin fee / account holder | $1 | $5,216-100.0% | $6,730-100.0% | $5,651-100.0% |