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 | $186,634 | $44,425+320.1% | $67,834+175.1% | $55,167+238.3% |
| Participation rate | 100.0% | 59.7%+40.3pp | 68.8%+31.2pp | 69.0%+31.0pp |
| Annual return | 0.68% | 17.80%-17.1pp | 138.47%-137.8pp | 169.23%-168.5pp |
| Employer contribution / active EE | $16,099 | $1,351+1091.3% | $2,403+569.9% | $1,963+720.3% |
| Participant deferral / active EE | $0 | $2,166-100.0% | $3,160-100.0% | $3,054-100.0% |
| Admin fee / account holder | $0 | $530-100.0% | $4,622-100.0% | $504-100.0% |