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 9-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 | $89,279 | $82,917+7.7% | $103,333-13.6% | $77,643+15.0% |
| Participation rate | 98.8% | 71.6%+27.2pp | 74.5%+24.3pp | 70.6%+28.2pp |
| Annual return | 3.40% | 19.13%-15.7pp | 24.88%-21.5pp | 31.24%-27.8pp |
| Employer contribution / active EE | $8,034 | $3,552+126.2% | $3,868+107.7% | $2,726+194.7% |
| Participant deferral / active EE | $0 | $4,108-100.0% | $5,057-100.0% | $4,647-100.0% |
| Admin fee / account holder | $4 | $638-99.4% | $8,355-100.0% | $430-99.1% |