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.
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 | $48,202 | $80,724-40.3% | $103,333-53.4% | $74,495-35.3% |
| Participation rate | 78.6% | 65.7%+12.9pp | 74.5%+4.1pp | 67.2%+11.4pp |
| Annual return | 11.72% | 27.56%-15.8pp | 24.88%-13.2pp | 1364.94%-1353.2pp |
| Employer contribution / active EE | $408 | $3,157-87.1% | $3,868-89.5% | $2,623-84.5% |
| Participant deferral / active EE | $2,657 | $3,860-31.2% | $5,057-47.5% | $4,346-38.9% |
| Admin fee / account holder | $25 | $2,368-98.9% | $8,355-99.7% | $1,942-98.7% |