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.
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 | $34,230 | $67,984-49.6% | $65,493-47.7% | $74,304-53.9% |
| Participation rate | 91.0% | 66.3%+24.7pp | 73.1%+18.0pp | 60.3%+30.7pp |
| Annual return | 15.16% | 19.87%-4.7pp | 982.45%-967.3pp | 29.43%-14.3pp |
| Employer contribution / active EE | $417 | $2,491-83.3% | $2,574-83.8% | $2,241-81.4% |
| Participant deferral / active EE | $3,713 | $3,346+11.0% | $3,961-6.2% | $3,767-1.4% |
| Admin fee / account holder | $0 | $1,373-100.0% | $5,028-100.0% | $2,969-100.0% |