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 | $80,341 | $45,825+75.3% | $90,645-11.4% | $56,287+42.7% |
| Participation rate | 89.7% | 66.7%+23.0pp | 74.0%+15.7pp | 69.9%+19.8pp |
| Annual return | 65.88% | 38.64%+27.2pp | 1.88%+64.0pp | -9.96%+75.8pp |
| Employer contribution / active EE | $298 | $1,372-78.3% | $2,532-88.2% | $2,111-85.9% |
| Participant deferral / active EE | $0 | $2,562-100.0% | $3,425-100.0% | $3,350-100.0% |
| Admin fee / account holder | $2 | $413-99.6% | $4,994-100.0% | $521-99.7% |