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 | $126,836 | $58,726+116.0% | $92,233+37.5% | $62,292+103.6% |
| Participation rate | 97.3% | 68.3%+29.0pp | 76.5%+20.8pp | 69.5%+27.8pp |
| Annual return | 28.96% | 43.62%-14.7pp | 176.28%-147.3pp | 28.90%+0.1pp |
| Employer contribution / active EE | $8,392 | $2,392+250.9% | $3,679+128.1% | $2,042+310.9% |
| Participant deferral / active EE | $0 | $2,766-100.0% | $3,897-100.0% | $3,169-100.0% |
| Admin fee / account holder | $74 | $556-86.7% | $5,194-98.6% | $479-84.6% |