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 | $222,833 | $56,767+292.5% | $101,794+118.9% | $85,563+160.4% |
| Participation rate | 88.1% | 57.6%+30.6pp | 69.2%+19.0pp | 66.0%+22.2pp |
| Annual return | 10.45% | 17.76%-7.3pp | 30.53%-20.1pp | 31.51%-21.1pp |
| Employer contribution / active EE | $9,186 | $1,112+725.9% | $2,289+301.3% | $2,654+246.2% |
| Participant deferral / active EE | $0 | $2,720-100.0% | $4,084-100.0% | $4,375-100.0% |
| Admin fee / account holder | $0 | $1,098-100.0% | $8,777-100.0% | $834-100.0% |