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 4-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 | $35,015 | $77,660-54.9% | $109,143-67.9% | $79,386-55.9% |
| Participation rate | 99.3% | 67.8%+31.5pp | 75.9%+23.5pp | 70.7%+28.6pp |
| Annual return | 1505.06% | 23.44%+1481.6pp | 25.75%+1479.3pp | 116.85%+1388.2pp |
| Employer contribution / active EE | $598 | $2,797-78.6% | $3,722-83.9% | $2,427-75.4% |
| Participant deferral / active EE | $0 | $3,518-100.0% | $4,653-100.0% | $4,046-100.0% |
| Admin fee / account holder | $1 | $732-99.9% | $6,752-100.0% | $626-99.9% |