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 | $93,506 | $119,446-21.7% | $150,045-37.7% | $85,563+9.3% |
| Participation rate | 99.1% | 75.4%+23.7pp | 82.3%+16.8pp | 66.0%+33.2pp |
| Annual return | 11.81% | 23.72%-11.9pp | 62.55%-50.7pp | 31.51%-19.7pp |
| Employer contribution / active EE | $6,765 | $4,078+65.9% | $4,693+44.1% | $2,654+154.9% |
| Participant deferral / active EE | $0 | $7,985-100.0% | $7,997-100.0% | $4,375-100.0% |
| Admin fee / account holder | $6 | $548-98.9% | $13,435-100.0% | $834-99.3% |