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.
Participant 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 | $104,201 | $111,608-6.6% | $177,821-41.4% | $73,409+41.9% |
| Participation rate | 71.1% | 87.9%-16.8pp | 87.7%-16.6pp | 72.2%-1.1pp |
| Annual return | 17.90% | 18.23%-0.3pp | 48.32%-30.4pp | 59.29%-41.4pp |
| Employer contribution / active EE | $1,489 | $3,796-60.8% | $5,918-74.8% | $2,234-33.3% |
| Participant deferral / active EE | $3,123 | $6,199-49.6% | $7,714-59.5% | $3,805-17.9% |
| Admin fee / account holder | $17 | $166-89.5% | $12,427-99.9% | $158-89.0% |