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 | $121,595 | $91,538+32.8% | $129,995-6.5% | $75,163+61.8% |
| Participation rate | 100.0% | 71.4%+28.6pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 11.13% | -631.11%+642.2pp | -137.18%+148.3pp | 160.62%-149.5pp |
| Employer contribution / active EE | $7,959 | $2,845+179.7% | $4,320+84.3% | $2,670+198.1% |
| Participant deferral / active EE | $7,184 | $4,341+65.5% | $5,820+23.4% | $4,125+74.2% |
| Admin fee / account holder | $0 | $6,790-100.0% | $10,614-100.0% | $5,651-100.0% |