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 | $89,079 | $62,327+42.9% | $120,354-26.0% | $74,495+19.6% |
| Participation rate | 99.0% | 56.8%+42.2pp | 71.9%+27.1pp | 67.2%+31.8pp |
| Annual return | 8.66% | 18.61%-9.9pp | 107.15%-98.5pp | 1364.94%-1356.3pp |
| Employer contribution / active EE | $8,513 | $1,843+361.8% | $3,463+145.8% | $2,623+224.5% |
| Participant deferral / active EE | $0 | $2,893-100.0% | $4,991-100.0% | $4,346-100.0% |
| Admin fee / account holder | $0 | $2,396-100.0% | $9,423-100.0% | $1,942-100.0% |