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 | $121,129 | $93,571+29.5% | $135,903-10.9% | $75,163+61.2% |
| Participation rate | 78.9% | 75.2%+3.7pp | 81.9%-3.0pp | 67.2%+11.7pp |
| Annual return | 15.33% | 30.90%-15.6pp | 68.23%-52.9pp | 160.62%-145.3pp |
| Employer contribution / active EE | $722 | $3,537-79.6% | $4,856-85.1% | $2,670-73.0% |
| Participant deferral / active EE | $9,310 | $6,404+45.4% | $7,758+20.0% | $4,125+125.7% |
| Admin fee / account holder | $103 | $6,975-98.5% | $10,762-99.0% | $5,651-98.2% |