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 6-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.
Employer 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 | $74,376 | $241,101-69.2% | $103,333-28.0% | $199,593-62.7% |
| Participation rate | 98.4% | 78.3%+20.2pp | 74.5%+23.9pp | 72.0%+26.5pp |
| Annual return | 217.62% | 17.80%+199.8pp | 24.88%+192.7pp | 34.25%+183.4pp |
| Employer contribution / active EE | $385 | $4,244-90.9% | $3,868-90.0% | $3,034-87.3% |
| Participant deferral / active EE | $0 | $3,958-100.0% | $5,057-100.0% | $5,087-100.0% |
| Admin fee / account holder | $0 | $288-99.9% | $8,355-100.0% | $269-99.9% |