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 | $49,079 | $50,464-2.7% | $75,781-35.2% | $52,331-6.2% |
| Participation rate | 99.2% | 66.8%+32.4pp | 75.8%+23.4pp | 68.1%+31.1pp |
| Annual return | 2.14% | 1.03%+1.1pp | 9.68%-7.5pp | 4.54%-2.4pp |
| Employer contribution / active EE | $11,589 | $1,988+482.8% | $3,323+248.7% | $1,882+515.9% |
| Participant deferral / active EE | $0 | $2,570-100.0% | $3,651-100.0% | $3,022-100.0% |
| Admin fee / account holder | $0 | $1,103-100.0% | $5,299-100.0% | $592-100.0% |