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 | $30,161 | $50,464-40.2% | $75,781-60.2% | $52,331-42.4% |
| Participation rate | 98.3% | 66.8%+31.5pp | 75.8%+22.5pp | 68.1%+30.2pp |
| Annual return | 9.17% | 1.03%+8.1pp | 9.68%-0.5pp | 4.54%+4.6pp |
| Employer contribution / active EE | $2,037 | $1,988+2.4% | $3,323-38.7% | $1,882+8.2% |
| Participant deferral / active EE | $0 | $2,570-100.0% | $3,651-100.0% | $3,022-100.0% |
| Admin fee / account holder | $0 | $1,103-100.0% | $5,299-100.0% | $592-100.0% |