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 | $36,753 | $78,485-53.2% | $106,213-65.4% | $74,495-50.7% |
| Participation rate | 80.2% | 72.8%+7.3pp | 75.3%+4.9pp | 67.2%+13.0pp |
| Annual return | 15.22% | 15.95%-0.7pp | 116.14%-100.9pp | 1364.94%-1349.7pp |
| Employer contribution / active EE | $465 | $2,523-81.6% | $3,171-85.3% | $2,623-82.3% |
| Participant deferral / active EE | $3,380 | $4,322-21.8% | $5,016-32.6% | $4,346-22.2% |
| Admin fee / account holder | $164 | $2,232-92.7% | $11,033-98.5% | $1,942-91.6% |