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 | $78,373 | $71,192+10.1% | $117,854-33.5% | $62,292+25.8% |
| Participation rate | 86.3% | 74.2%+12.1pp | 79.7%+6.6pp | 69.5%+16.8pp |
| Annual return | 13.80% | 18.66%-4.9pp | 335.08%-321.3pp | 28.90%-15.1pp |
| Employer contribution / active EE | $1,054 | $1,934-45.5% | $3,786-72.2% | $2,042-48.4% |
| Participant deferral / active EE | $984 | $3,189-69.1% | $4,482-78.0% | $3,169-68.9% |
| Admin fee / account holder | $0 | $587-100.0% | $8,020-100.0% | $479-100.0% |