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 | $27,302 | $61,156-55.4% | $185,823-85.3% | $79,386-65.6% |
| Participation rate | 84.6% | 66.6%+18.0pp | 81.7%+2.9pp | 70.7%+13.9pp |
| Annual return | 38.74% | 19.45%+19.3pp | 122.05%-83.3pp | 116.85%-78.1pp |
| Employer contribution / active EE | $244 | $2,321-89.5% | $5,167-95.3% | $2,427-89.9% |
| Participant deferral / active EE | $0 | $2,789-100.0% | $5,568-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $710-100.0% | $16,237-100.0% | $626-100.0% |