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 7-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 | $41,411 | $88,083-53.0% | $164,813-74.9% | $74,495-44.4% |
| Participation rate | 100.0% | 73.0%+27.0pp | 78.6%+21.4pp | 67.2%+32.8pp |
| Annual return | 11.69% | 17.26%-5.6pp | 69.93%-58.2pp | 1364.94%-1353.3pp |
| Employer contribution / active EE | $2,067 | $2,593-20.3% | $4,341-52.4% | $2,623-21.2% |
| Participant deferral / active EE | $3,930 | $4,498-12.6% | $6,031-34.8% | $4,346-9.6% |
| Admin fee / account holder | $17 | $2,234-99.2% | $12,690-99.9% | $1,942-99.1% |