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 7-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 | $91,292 | $86,332+5.7% | $125,175-27.1% | $65,185+40.1% |
| Participation rate | 93.2% | 75.3%+17.9pp | 79.8%+13.4pp | 70.2%+23.0pp |
| Annual return | 0.00% | 27.43%-27.4pp | 43.79%-43.8pp | 29.38%-29.4pp |
| Employer contribution / active EE | $222 | $2,040-89.1% | $3,865-94.3% | $2,177-89.8% |
| Participant deferral / active EE | $0 | $3,537-100.0% | $4,937-100.0% | $3,514-100.0% |
| Admin fee / account holder | $0 | $609-100.0% | $9,702-100.0% | $847-100.0% |