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 3-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 | $137,762 | $59,097+133.1% | $82,389+67.2% | $74,304+85.4% |
| Participation rate | 99.1% | 52.8%+46.3pp | 69.5%+29.5pp | 60.3%+38.7pp |
| Annual return | 5.08% | 22.85%-17.8pp | 28.67%-23.6pp | 29.43%-24.4pp |
| Employer contribution / active EE | $4,098 | $1,601+156.0% | $2,517+62.8% | $2,241+82.8% |
| Participant deferral / active EE | $0 | $2,775-100.0% | $4,155-100.0% | $3,767-100.0% |
| Admin fee / account holder | $0 | $4,489-100.0% | $7,231-100.0% | $2,969-100.0% |