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 | $118,638 | $56,467+110.1% | $95,585+24.1% | $102,872+15.3% |
| Participation rate | 100.0% | 62.1%+37.9pp | 72.1%+27.9pp | 73.0%+27.0pp |
| Annual return | 7.81% | 17.94%-10.1pp | 38.56%-30.7pp | 19.06%-11.2pp |
| Employer contribution / active EE | $3,740 | $1,216+207.5% | $2,527+48.0% | $3,526+6.1% |
| Participant deferral / active EE | $0 | $3,007-100.0% | $4,023-100.0% | $5,535-100.0% |
| Admin fee / account holder | $0 | $112-100.0% | $6,127-100.0% | $292-100.0% |