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 | $96,906 | $81,474+18.9% | $133,956-27.7% | $73,488+31.9% |
| Participation rate | 95.3% | 76.4%+19.0pp | 79.8%+15.5pp | 70.7%+24.6pp |
| Annual return | 13.54% | 19.40%-5.9pp | 45.09%-31.5pp | 28.51%-15.0pp |
| Employer contribution / active EE | $249 | $2,209-88.7% | $3,919-93.6% | $2,270-89.0% |
| Participant deferral / active EE | $0 | $3,786-100.0% | $5,048-100.0% | $3,740-100.0% |
| Admin fee / account holder | $2 | $713-99.8% | $8,927-100.0% | $513-99.7% |