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 | $98,587 | $55,415+77.9% | $155,509-36.6% | $74,495+32.3% |
| Participation rate | 94.6% | 61.9%+32.7pp | 78.2%+16.4pp | 67.2%+27.4pp |
| Annual return | 10.07% | 268.50%-258.4pp | 64.67%-54.6pp | 1364.94%-1354.9pp |
| Employer contribution / active EE | $4,048 | $2,267+78.6% | $4,672-13.4% | $2,623+54.3% |
| Participant deferral / active EE | $5,062 | $2,836+78.5% | $5,626-10.0% | $4,346+16.5% |
| Admin fee / account holder | $46 | $1,738-97.4% | $15,912-99.7% | $1,942-97.6% |