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 | $27,125 | $64,286-57.8% | $90,951-70.2% | $73,409-63.0% |
| Participation rate | 97.9% | 63.6%+34.3pp | 69.0%+28.9pp | 72.2%+25.7pp |
| Annual return | 115.66% | 21.45%+94.2pp | 134.60%-18.9pp | 59.29%+56.4pp |
| Employer contribution / active EE | $1,942 | $895+117.1% | $2,122-8.5% | $2,234-13.0% |
| Participant deferral / active EE | $0 | $2,453-100.0% | $3,373-100.0% | $3,805-100.0% |
| Admin fee / account holder | $0 | $287-100.0% | $5,959-100.0% | $158-100.0% |