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 | $123,931 | $111,491+11.2% | $189,513-34.6% | $86,799+42.8% |
| Participation rate | 70.3% | 87.3%-17.0pp | 87.8%-17.5pp | 72.3%-2.0pp |
| Annual return | 17.77% | 83.50%-65.7pp | 555.15%-537.4pp | 97.91%-80.1pp |
| Employer contribution / active EE | $0 | $3,951-100.0% | $6,162-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $12,168 | $6,437+89.0% | $8,221+48.0% | $4,131+194.5% |
| Admin fee / account holder | $4 | $189-98.0% | $12,045-100.0% | $170-97.8% |