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 | $100,135 | $63,299+58.2% | $91,001+10.0% | $62,292+60.8% |
| Participation rate | 99.0% | 73.3%+25.7pp | 75.6%+23.4pp | 69.5%+29.5pp |
| Annual return | 20.93% | 20.99%-0.1pp | 4.60%+16.3pp | 28.90%-8.0pp |
| Employer contribution / active EE | $4,668 | $1,807+158.4% | $2,456+90.1% | $2,042+128.6% |
| Participant deferral / active EE | $0 | $2,943-100.0% | $3,547-100.0% | $3,169-100.0% |
| Admin fee / account holder | $0 | $468-100.0% | $5,417-100.0% | $479-100.0% |