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 | $95,474 | $61,156+56.1% | $185,823-48.6% | $79,386+20.3% |
| Participation rate | 95.2% | 66.6%+28.6pp | 81.7%+13.5pp | 70.7%+24.5pp |
| Annual return | 2.74% | 19.45%-16.7pp | 122.05%-119.3pp | 116.85%-114.1pp |
| Employer contribution / active EE | $11,235 | $2,321+384.1% | $5,167+117.4% | $2,427+362.8% |
| Participant deferral / active EE | $0 | $2,789-100.0% | $5,568-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $710-100.0% | $16,237-100.0% | $626-100.0% |