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 | $52,378 | $70,667-25.9% | $123,104-57.5% | $52,331+0.1% |
| Participation rate | 98.5% | 83.7%+14.7pp | 86.8%+11.7pp | 68.1%+30.3pp |
| Annual return | 20.49% | 6.23%+14.3pp | 13.22%+7.3pp | 4.54%+15.9pp |
| Employer contribution / active EE | $5,492 | $2,946+86.4% | $5,151+6.6% | $1,882+191.8% |
| Participant deferral / active EE | $1,726 | $4,493-61.6% | $6,230-72.3% | $3,022-42.9% |
| Admin fee / account holder | $0 | $506-100.0% | $9,015-100.0% | $592-100.0% |