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 | $87,698 | $37,393+134.5% | $77,024+13.9% | $66,914+31.1% |
| Participation rate | 100.0% | 52.9%+47.1pp | 67.9%+32.1pp | 69.8%+30.2pp |
| Annual return | -16.21% | -3.29%-12.9pp | 42.32%-58.5pp | 1.58%-17.8pp |
| Employer contribution / active EE | $15,720 | $1,531+926.8% | $2,812+459.0% | $2,544+517.9% |
| Participant deferral / active EE | $0 | $2,617-100.0% | $4,426-100.0% | $4,237-100.0% |
| Admin fee / account holder | $9 | $567-98.4% | $5,425-99.8% | $593-98.5% |