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.
Participant 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 | $38,995 | $80,177-51.4% | $123,892-68.5% | $57,658-32.4% |
| Participation rate | 98.9% | 74.4%+24.4pp | 81.4%+17.5pp | 70.2%+28.7pp |
| Annual return | 13.05% | 17.90%-4.9pp | 47.52%-34.5pp | 5.13%+7.9pp |
| Employer contribution / active EE | $2,304 | $2,913-20.9% | $4,617-50.1% | $1,974+16.7% |
| Participant deferral / active EE | $0 | $5,130-100.0% | $5,984-100.0% | $3,061-100.0% |
| Admin fee / account holder | $0 | $106-100.0% | $8,357-100.0% | $95-100.0% |