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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $176,597 | $130,194+35.6% | $169,993+3.9% | $71,457+147.1% |
| Participation rate | 86.6% | 86.1%+0.4pp | 87.0%-0.4pp | 67.9%+18.7pp |
| Annual return | 19.40% | 20.37%-1.0pp | 53.37%-34.0pp | 28.85%-9.5pp |
| Employer contribution / active EE | $2,989 | $4,381-31.8% | $6,785-56.0% | $2,588+15.5% |
| Participant deferral / active EE | $5,651 | $6,923-18.4% | $10,408-45.7% | $4,289+31.8% |
| Admin fee / account holder | $0 | $966-100.0% | $12,815-100.0% | $1,587-100.0% |