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 7-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 | $118,704 | $73,933+60.6% | $96,683+22.8% | $75,163+57.9% |
| Participation rate | 89.8% | 66.4%+23.4pp | 74.3%+15.5pp | 67.2%+22.6pp |
| Annual return | -6.70% | 26.70%-33.4pp | 35.69%-42.4pp | 160.62%-167.3pp |
| Employer contribution / active EE | $20,936 | $2,928+615.1% | $3,737+460.3% | $2,670+684.2% |
| Participant deferral / active EE | $0 | $3,659-100.0% | $4,878-100.0% | $4,125-100.0% |
| Admin fee / account holder | $4 | $5,216-99.9% | $6,730-99.9% | $5,651-99.9% |