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 | $32,616 | $47,977-32.0% | $154,107-78.8% | $56,287-42.1% |
| Participation rate | 98.6% | 66.2%+32.5pp | 83.0%+15.6pp | 69.9%+28.8pp |
| Annual return | 8.16% | 3.54%+4.6pp | 735.12%-727.0pp | -9.96%+18.1pp |
| Employer contribution / active EE | $2,266 | $2,169+4.5% | $5,298-57.2% | $2,111+7.3% |
| Participant deferral / active EE | $0 | $2,392-100.0% | $5,081-100.0% | $3,350-100.0% |
| Admin fee / account holder | $0 | $438-100.0% | $13,411-100.0% | $521-100.0% |