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 9-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 | $156,336 | $80,753+93.6% | $136,294+14.7% | $62,292+151.0% |
| Participation rate | 83.8% | 73.5%+10.3pp | 81.9%+1.9pp | 69.5%+14.3pp |
| Annual return | 3.82% | 35.83%-32.0pp | 5155.94%-5152.1pp | 28.90%-25.1pp |
| Employer contribution / active EE | $10,432 | $2,884+261.8% | $4,695+122.2% | $2,042+410.8% |
| Participant deferral / active EE | $0 | $5,164-100.0% | $6,247-100.0% | $3,169-100.0% |
| Admin fee / account holder | $0 | $525-100.0% | $9,243-100.0% | $479-100.0% |