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 | $51,021 | $109,413-53.4% | $156,263-67.3% | $84,808-39.8% |
| Participation rate | 100.0% | 72.7%+27.3pp | 78.9%+21.1pp | 68.3%+31.7pp |
| Annual return | 15.92% | 20.18%-4.3pp | 59.47%-43.5pp | 40.90%-25.0pp |
| Employer contribution / active EE | $2,203 | $2,907-24.2% | $4,333-49.2% | $2,631-16.3% |
| Participant deferral / active EE | $4,670 | $4,590+1.8% | $6,158-24.2% | $4,212+10.9% |
| Admin fee / account holder | $14 | $9,357-99.9% | $14,255-99.9% | $7,344-99.8% |