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 | $109,688 | $65,376+67.8% | $87,100+25.9% | $65,185+68.3% |
| Participation rate | 97.5% | 75.3%+22.2pp | 76.9%+20.6pp | 70.2%+27.3pp |
| Annual return | -2.87% | 31.27%-34.1pp | 28.19%-31.1pp | 29.38%-32.3pp |
| Employer contribution / active EE | $3,870 | $1,822+112.3% | $2,521+53.5% | $2,177+77.8% |
| Participant deferral / active EE | $0 | $3,388-100.0% | $4,049-100.0% | $3,514-100.0% |
| Admin fee / account holder | $0 | $520-100.0% | $7,497-100.0% | $847-100.0% |