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 | $96,392 | $84,948+13.5% | $70,449+36.8% | $73,409+31.3% |
| Participation rate | 82.5% | 79.9%+2.6pp | 75.1%+7.4pp | 72.2%+10.3pp |
| Annual return | 12.23% | 13.39%-1.2pp | 109.03%-96.8pp | 59.29%-47.1pp |
| Employer contribution / active EE | $789 | $2,834-72.2% | $2,737-71.2% | $2,234-64.7% |
| Participant deferral / active EE | $1,884 | $3,387-44.4% | $3,709-49.2% | $3,805-50.5% |
| Admin fee / account holder | $94 | $98-4.5% | $3,845-97.6% | $158-40.6% |