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 | $140,452 | $102,317+37.3% | $146,958-4.4% | $80,856+73.7% |
| Participation rate | 85.4% | 75.8%+9.6pp | 82.2%+3.2pp | 67.6%+17.8pp |
| Annual return | 12.32% | 134.76%-122.4pp | 418.34%-406.0pp | 35.59%-23.3pp |
| Employer contribution / active EE | $770 | $3,713-79.3% | $4,933-84.4% | $2,755-72.0% |
| Participant deferral / active EE | $10,421 | $6,644+56.9% | $8,070+29.1% | $4,296+142.6% |
| Admin fee / account holder | $73 | $7,941-99.1% | $12,998-99.4% | $6,918-98.9% |