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 | $41,609 | $87,733-52.6% | $106,548-60.9% | $85,850-51.5% |
| Participation rate | 82.7% | 71.9%+10.8pp | 76.1%+6.6pp | 69.3%+13.4pp |
| Annual return | 16.21% | 21.86%-5.6pp | 26.80%-10.6pp | 318.53%-302.3pp |
| Employer contribution / active EE | $327 | $2,073-84.2% | $2,819-88.4% | $2,565-87.2% |
| Participant deferral / active EE | $2,691 | $3,469-22.4% | $4,398-38.8% | $3,952-31.9% |
| Admin fee / account holder | $72 | $6,767-98.9% | $7,407-99.0% | $6,260-98.8% |