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 | $64,681 | $52,884+22.3% | $84,750-23.7% | $55,167+17.2% |
| Participation rate | 82.8% | 67.5%+15.3pp | 76.6%+6.2pp | 69.0%+13.8pp |
| Annual return | 29.10% | 18.03%+11.1pp | 22.78%+6.3pp | 169.23%-140.1pp |
| Employer contribution / active EE | $5,644 | $2,233+152.7% | $3,574+57.9% | $1,963+187.6% |
| Participant deferral / active EE | $0 | $2,644-100.0% | $3,712-100.0% | $3,054-100.0% |
| Admin fee / account holder | $0 | $581-100.0% | $5,332-100.0% | $504-100.0% |