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.
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 | $76,435 | $80,005-4.5% | $140,016-45.4% | $55,725+37.2% |
| Participation rate | 71.2% | 87.0%-15.8pp | 87.5%-16.3pp | 70.9%+0.3pp |
| Annual return | -5.94% | 0.46%-6.4pp | 651.12%-657.1pp | 244.93%-250.9pp |
| Employer contribution / active EE | $0 | $3,403-100.0% | $5,606-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $11,669 | $5,264+121.7% | $6,927+68.4% | $3,356+247.7% |
| Admin fee / account holder | $5 | $116-96.1% | $10,705-100.0% | $115-96.1% |