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 | $39,842 | $55,449-28.1% | $83,848-52.5% | $56,287-29.2% |
| Participation rate | 99.0% | 68.0%+31.0pp | 76.1%+22.9pp | 69.9%+29.2pp |
| Annual return | -4.73% | -1.38%-3.4pp | 850.88%-855.6pp | -9.96%+5.2pp |
| Employer contribution / active EE | $4,182 | $2,430+72.1% | $3,631+15.2% | $2,111+98.1% |
| Participant deferral / active EE | $0 | $2,935-100.0% | $4,082-100.0% | $3,350-100.0% |
| Admin fee / account holder | $0 | $656-99.9% | $5,478-100.0% | $521-99.9% |