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 9-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 | $67,229 | $111,491-39.7% | $189,513-64.5% | $86,799-22.5% |
| Participation rate | 85.9% | 87.3%-1.5pp | 87.8%-1.9pp | 72.3%+13.6pp |
| Annual return | 15.50% | 83.50%-68.0pp | 555.15%-539.7pp | 97.91%-82.4pp |
| Employer contribution / active EE | $1,450 | $3,951-63.3% | $6,162-76.5% | $2,405-39.7% |
| Participant deferral / active EE | $3,238 | $6,437-49.7% | $8,221-60.6% | $4,131-21.6% |
| Admin fee / account holder | $44 | $189-76.8% | $12,045-99.6% | $170-74.2% |