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 | $112,359 | $60,165+86.8% | $74,183+51.5% | $55,167+103.7% |
| Participation rate | 98.7% | 74.2%+24.6pp | 76.6%+22.1pp | 69.0%+29.7pp |
| Annual return | -7.58% | 10.00%-17.6pp | 17.74%-25.3pp | 169.23%-176.8pp |
| Employer contribution / active EE | $11,457 | $1,600+616.2% | $2,370+383.4% | $1,963+483.8% |
| Participant deferral / active EE | $0 | $2,973-100.0% | $3,550-100.0% | $3,054-100.0% |
| Admin fee / account holder | $0 | $419-100.0% | $5,586-100.0% | $504-100.0% |