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 | $47,673 | $75,388-36.8% | $123,544-61.4% | $55,725-14.4% |
| Participation rate | 99.1% | 75.7%+23.5pp | 82.3%+16.8pp | 70.9%+28.3pp |
| Annual return | 25.56% | 4.48%+21.1pp | 119.20%-93.6pp | 244.93%-219.4pp |
| Employer contribution / active EE | $630 | $3,063-79.4% | $4,628-86.4% | $2,078-69.7% |
| Participant deferral / active EE | $0 | $5,651-100.0% | $6,426-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $120-100.0% | $9,284-100.0% | $115-100.0% |