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 | $143,094 | $52,380+173.2% | $98,755+44.9% | $85,850+66.7% |
| Participation rate | 100.0% | 58.0%+42.0pp | 65.7%+34.3pp | 69.3%+30.7pp |
| Annual return | 63.36% | 25.82%+37.5pp | 49.91%+13.4pp | 318.53%-255.2pp |
| Employer contribution / active EE | $9,929 | $1,337+642.4% | $2,067+380.3% | $2,565+287.1% |
| Participant deferral / active EE | $0 | $2,101-100.0% | $3,035-100.0% | $3,952-100.0% |
| Admin fee / account holder | $0 | $3,865-100.0% | $4,076-100.0% | $6,260-100.0% |