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 | $116,769 | $64,909+79.9% | $82,313+41.9% | $62,292+87.5% |
| Participation rate | 97.5% | 74.9%+22.6pp | 76.9%+20.6pp | 69.5%+27.9pp |
| Annual return | 0.50% | 21.18%-20.7pp | 25.88%-25.4pp | 28.90%-28.4pp |
| Employer contribution / active EE | $8,270 | $1,676+393.4% | $2,428+240.6% | $2,042+304.9% |
| Participant deferral / active EE | $0 | $3,103-100.0% | $3,706-100.0% | $3,169-100.0% |
| Admin fee / account holder | $0 | $440-100.0% | $5,608-100.0% | $479-100.0% |