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.
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 | $13,523 | $45,073-70.0% | $69,455-80.5% | $72,985-81.5% |
| Participation rate | 98.9% | 68.5%+30.4pp | 74.6%+24.3pp | 69.5%+29.4pp |
| Annual return | 20.54% | 22.65%-2.1pp | 28.97%-8.4pp | 81.00%-60.5pp |
| Employer contribution / active EE | $1,334 | $2,054-35.1% | $2,779-52.0% | $2,440-45.3% |
| Participant deferral / active EE | $0 | $2,602-100.0% | $3,535-100.0% | $3,607-100.0% |
| Admin fee / account holder | $0 | $3,056-100.0% | $3,839-100.0% | $5,124-100.0% |