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 7-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 | $37,550 | $40,174-6.5% | $84,015-55.3% | $67,579-44.4% |
| Participation rate | 94.8% | 62.7%+32.1pp | 69.0%+25.7pp | 71.3%+23.5pp |
| Annual return | 25.79% | 25.82%0pp | 71.31%-45.5pp | 378.56%-352.8pp |
| Employer contribution / active EE | $184 | $808-77.2% | $1,983-90.7% | $2,148-91.4% |
| Participant deferral / active EE | $0 | $2,301-100.0% | $3,239-100.0% | $3,539-100.0% |
| Admin fee / account holder | $0 | $128-100.0% | $6,101-100.0% | $142-100.0% |