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 | $36,612 | $65,435-44.0% | $86,677-57.8% | $66,914-45.3% |
| Participation rate | 99.5% | 75.5%+24.1pp | 76.6%+23.0pp | 69.8%+29.7pp |
| Annual return | 15.38% | -10.89%+26.3pp | 35.91%-20.5pp | 1.58%+13.8pp |
| Employer contribution / active EE | $5,399 | $2,153+150.7% | $2,836+90.3% | $2,544+112.2% |
| Participant deferral / active EE | $0 | $4,100-100.0% | $4,656-100.0% | $4,237-100.0% |
| Admin fee / account holder | $0 | $642-100.0% | $7,493-100.0% | $593-100.0% |