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 | $138,141 | $50,498+173.6% | $75,781+82.3% | $55,191+150.3% |
| Participation rate | 99.6% | 69.4%+30.2pp | 75.8%+23.8pp | 69.2%+30.5pp |
| Annual return | 18.20% | 1.80%+16.4pp | 9.68%+8.5pp | 10.78%+7.4pp |
| Employer contribution / active EE | $9,662 | $2,291+321.8% | $3,323+190.7% | $1,899+408.9% |
| Participant deferral / active EE | $0 | $2,589-100.0% | $3,651-100.0% | $3,046-100.0% |
| Admin fee / account holder | $0 | $123-100.0% | $5,299-100.0% | $91-100.0% |