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 | $84,117 | $86,332-2.6% | $125,175-32.8% | $65,185+29.0% |
| Participation rate | 88.1% | 75.3%+12.8pp | 79.8%+8.3pp | 70.2%+17.9pp |
| Annual return | 19.17% | 27.43%-8.3pp | 43.79%-24.6pp | 29.38%-10.2pp |
| Employer contribution / active EE | $1,115 | $2,040-45.3% | $3,865-71.1% | $2,177-48.8% |
| Participant deferral / active EE | $984 | $3,537-72.2% | $4,937-80.1% | $3,514-72.0% |
| Admin fee / account holder | $0 | $609-100.0% | $9,702-100.0% | $847-100.0% |