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.
Employer contribution per participant 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 | $100,640 | $89,739+12.1% | $149,718-32.8% | $62,292+61.6% |
| Participation rate | 87.5% | 85.1%+2.4pp | 87.1%+0.4pp | 69.5%+18.0pp |
| Annual return | 17.44% | 21.01%-3.6pp | 1501.63%-1484.2pp | 28.90%-11.5pp |
| Employer contribution / active EE | $1,074 | $3,233-66.8% | $5,445-80.3% | $2,042-47.4% |
| Participant deferral / active EE | $4,285 | $4,797-10.7% | $6,569-34.8% | $3,169+35.2% |
| Admin fee / account holder | $0 | $551-100.0% | $11,283-100.0% | $479-100.0% |