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 | $81,727 | $103,641-21.1% | $107,525-24.0% | $102,872-20.6% |
| Participation rate | 98.0% | 79.4%+18.6pp | 75.1%+22.9pp | 73.0%+25.0pp |
| Annual return | 27.42% | 13.08%+14.3pp | 181.32%-153.9pp | 19.06%+8.4pp |
| Employer contribution / active EE | $1,079 | $5,096-78.8% | $3,754-71.2% | $3,526-69.4% |
| Participant deferral / active EE | $0 | $3,789-100.0% | $5,116-100.0% | $5,535-100.0% |
| Admin fee / account holder | $0 | $276-100.0% | $8,919-100.0% | $292-100.0% |