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 | $72,224 | $74,706-3.3% | $75,696-4.6% | $79,386-9.0% |
| Participation rate | 92.6% | 75.3%+17.2pp | 74.8%+17.7pp | 70.7%+21.9pp |
| Annual return | 12.11% | 18.52%-6.4pp | 104.53%-92.4pp | 116.85%-104.7pp |
| Employer contribution / active EE | $1,230 | $2,590-52.5% | $2,743-55.1% | $2,427-49.3% |
| Participant deferral / active EE | $2,091 | $3,533-40.8% | $3,821-45.3% | $4,046-48.3% |
| Admin fee / account holder | $123 | $374-67.2% | $3,619-96.6% | $626-80.4% |