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 | $178,139 | $163,676+8.8% | $91,220+95.3% | - |
| Participation rate | 98.0% | 66.2%+31.8pp | 73.2%+24.8pp | - |
| Annual return | -10.17% | -11.88%+1.7pp | 114.01%-124.2pp | - |
| Employer contribution / active EE | $1,304 | $2,304-43.4% | $2,850-54.2% | - |
| Participant deferral / active EE | $0 | $3,975-100.0% | $4,234-100.0% | - |
| Admin fee / account holder | $0 | $34,290-100.0% | $5,420-100.0% | - |