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 6-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 | $202,111 | $91,372+121.2% | $129,995+55.5% | $74,419+171.6% |
| Participation rate | 99.1% | 77.8%+21.3pp | 78.5%+20.6pp | 70.7%+28.4pp |
| Annual return | 1.15% | 23.21%-22.1pp | -137.18%+138.3pp | 34.38%-33.2pp |
| Employer contribution / active EE | $8,678 | $2,563+238.5% | $4,320+100.9% | $2,637+229.0% |
| Participant deferral / active EE | $0 | $4,721-100.0% | $5,820-100.0% | $4,528-100.0% |
| Admin fee / account holder | $0 | $283-100.0% | $10,614-100.0% | $348-100.0% |