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 | $76,779 | $121,341-36.7% | $189,513-59.5% | $79,386-3.3% |
| Participation rate | 98.2% | 86.1%+12.1pp | 87.8%+10.4pp | 70.7%+27.5pp |
| Annual return | 15.61% | 21.08%-5.5pp | 555.15%-539.5pp | 116.85%-101.2pp |
| Employer contribution / active EE | $3,906 | $3,915-0.2% | $6,162-36.6% | $2,427+60.9% |
| Participant deferral / active EE | $4,716 | $6,395-26.3% | $8,221-42.6% | $4,046+16.6% |
| Admin fee / account holder | $4 | $651-99.4% | $12,045-100.0% | $626-99.4% |