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 | $190,182 | $54,762+247.3% | $90,281+110.7% | $72,985+160.6% |
| Participation rate | 100.0% | 65.1%+34.9pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 3.50% | 30.63%-27.1pp | 78.10%-74.6pp | 81.00%-77.5pp |
| Employer contribution / active EE | $14,312 | $2,092+584.0% | $2,854+401.4% | $2,440+486.6% |
| Participant deferral / active EE | $0 | $2,887-100.0% | $3,885-100.0% | $3,607-100.0% |
| Admin fee / account holder | $1 | $3,972-100.0% | $5,351-100.0% | $5,124-100.0% |