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 | $118,287 | $88,083+34.3% | $164,813-28.2% | $74,495+58.8% |
| Participation rate | 97.7% | 73.0%+24.7pp | 78.6%+19.1pp | 67.2%+30.5pp |
| Annual return | 3.69% | 17.26%-13.6pp | 69.93%-66.2pp | 1364.94%-1361.2pp |
| Employer contribution / active EE | $8,258 | $2,593+218.5% | $4,341+90.2% | $2,623+214.8% |
| Participant deferral / active EE | $0 | $4,498-100.0% | $6,031-100.0% | $4,346-100.0% |
| Admin fee / account holder | $8 | $2,234-99.6% | $12,690-99.9% | $1,942-99.6% |