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 8-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 | $134,221 | $109,413+22.7% | $156,263-14.1% | $84,808+58.3% |
| Participation rate | 100.0% | 72.7%+27.3pp | 78.9%+21.1pp | 68.3%+31.7pp |
| Annual return | -1.37% | 20.18%-21.5pp | 59.47%-60.8pp | 40.90%-42.3pp |
| Employer contribution / active EE | $21,172 | $2,907+628.3% | $4,333+388.6% | $2,631+704.7% |
| Participant deferral / active EE | $0 | $4,590-100.0% | $6,158-100.0% | $4,212-100.0% |
| Admin fee / account holder | $78 | $9,357-99.2% | $14,255-99.5% | $7,344-98.9% |