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 | $97,621 | $100,801-3.2% | $149,696-34.8% | $73,409+33.0% |
| Participation rate | 96.0% | 77.7%+18.3pp | 82.5%+13.5pp | 72.2%+23.8pp |
| Annual return | 16.38% | 265.34%-249.0pp | 276.60%-260.2pp | 59.29%-42.9pp |
| Employer contribution / active EE | $16,329 | $3,312+393.1% | $4,644+251.6% | $2,234+631.0% |
| Participant deferral / active EE | $0 | $6,404-100.0% | $6,842-100.0% | $3,805-100.0% |
| Admin fee / account holder | $0 | $181-100.0% | $9,309-100.0% | $158-100.0% |