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 | $77,272 | $77,899-0.8% | $149,673-48.4% | $75,163+2.8% |
| Participation rate | 96.9% | 65.6%+31.3pp | 78.8%+18.1pp | 67.2%+29.7pp |
| Annual return | 12.33% | 31.72%-19.4pp | 134.42%-122.1pp | 160.62%-148.3pp |
| Employer contribution / active EE | $4,357 | $3,137+38.9% | $4,818-9.6% | $2,670+63.2% |
| Participant deferral / active EE | $4,922 | $3,411+44.3% | $5,680-13.3% | $4,125+19.3% |
| Admin fee / account holder | $20 | $5,956-99.7% | $13,210-99.9% | $5,651-99.7% |