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 | $48,257 | $73,867-34.7% | $143,757-66.4% | $68,494-29.5% |
| Participation rate | 85.3% | 66.7%+18.7pp | 80.3%+5.0pp | 67.9%+17.4pp |
| Annual return | -15.92% | 1.01%-16.9pp | -0.04%-15.9pp | -7.84%-8.1pp |
| Employer contribution / active EE | $188 | $3,184-94.1% | $4,951-96.2% | $2,596-92.7% |
| Participant deferral / active EE | $3,826 | $3,384+13.1% | $5,637-32.1% | $4,027-5.0% |
| Admin fee / account holder | $48 | $5,755-99.2% | $14,673-99.7% | $5,403-99.1% |