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 | $140,876 | $122,186+15.3% | $146,958-4.1% | $199,593-29.4% |
| Participation rate | 71.7% | 78.3%-6.6pp | 82.2%-10.4pp | 72.0%-0.3pp |
| Annual return | 8.49% | 30.56%-22.1pp | 418.34%-409.9pp | 34.25%-25.8pp |
| Employer contribution / active EE | $4,294 | $4,093+4.9% | $4,933-13.0% | $3,034+41.5% |
| Participant deferral / active EE | $0 | $8,502-100.0% | $8,070-100.0% | $5,087-100.0% |
| Admin fee / account holder | $0 | $179-100.0% | $12,998-100.0% | $269-100.0% |