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 | $120,001 | $59,186+102.8% | $76,768+56.3% | $56,287+113.2% |
| Participation rate | 88.6% | 75.2%+13.4pp | 77.0%+11.7pp | 69.9%+18.8pp |
| Annual return | 10.11% | 6.62%+3.5pp | 2.43%+7.7pp | -9.96%+20.1pp |
| Employer contribution / active EE | $9,584 | $1,759+445.0% | $2,485+285.7% | $2,111+354.0% |
| Participant deferral / active EE | $0 | $3,255-100.0% | $3,852-100.0% | $3,350-100.0% |
| Admin fee / account holder | $0 | $489-100.0% | $6,675-100.0% | $521-100.0% |