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 9-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 | $50,197 | $47,448+5.8% | $94,993-47.2% | $62,292-19.4% |
| Participation rate | 91.1% | 66.5%+24.6pp | 73.9%+17.2pp | 69.5%+21.6pp |
| Annual return | 75.51% | 22.64%+52.9pp | 27.12%+48.4pp | 28.90%+46.6pp |
| Employer contribution / active EE | $245 | $1,300-81.2% | $2,603-90.6% | $2,042-88.0% |
| Participant deferral / active EE | $0 | $2,375-100.0% | $3,317-100.0% | $3,169-100.0% |
| Admin fee / account holder | $3 | $434-99.3% | $4,960-99.9% | $479-99.4% |