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 | $36,882 | $65,435-43.6% | $86,677-57.4% | $66,914-44.9% |
| Participation rate | 81.0% | 75.5%+5.5pp | 76.6%+4.4pp | 69.8%+11.1pp |
| Annual return | -16.11% | -10.89%-5.2pp | 35.91%-52.0pp | 1.58%-17.7pp |
| Employer contribution / active EE | $1,287 | $2,153-40.2% | $2,836-54.6% | $2,544-49.4% |
| Participant deferral / active EE | $1,722 | $4,100-58.0% | $4,656-63.0% | $4,237-59.4% |
| Admin fee / account holder | $36 | $642-94.4% | $7,493-99.5% | $593-94.0% |