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 | $19,723 | $65,061-69.7% | $143,757-86.3% | $66,914-70.5% |
| Participation rate | 75.3% | 65.2%+10.1pp | 80.3%-5.0pp | 69.8%+5.5pp |
| Annual return | -14.09% | -11.14%-3.0pp | -0.04%-14.1pp | 1.58%-15.7pp |
| Employer contribution / active EE | $850 | $2,361-64.0% | $4,951-82.8% | $2,544-66.6% |
| Participant deferral / active EE | $898 | $2,919-69.2% | $5,637-84.1% | $4,237-78.8% |
| Admin fee / account holder | $11 | $502-97.8% | $14,673-99.9% | $593-98.2% |