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 3-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 | $149,471 | $104,475+43.1% | $159,436-6.3% | $79,386+88.3% |
| Participation rate | 88.6% | 76.6%+12.0pp | 82.8%+5.7pp | 70.7%+17.9pp |
| Annual return | 17.61% | 67.95%-50.3pp | 263.57%-246.0pp | 116.85%-99.2pp |
| Employer contribution / active EE | $507 | $3,417-85.2% | $4,829-89.5% | $2,427-79.1% |
| Participant deferral / active EE | $6,219 | $6,467-3.8% | $7,352-15.4% | $4,046+53.7% |
| Admin fee / account holder | $4 | $711-99.5% | $10,799-100.0% | $626-99.4% |