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 | $13,262 | $26,549-50.0% | $61,373-78.4% | $66,914-80.2% |
| Participation rate | 74.7% | 38.1%+36.6pp | 52.6%+22.1pp | 69.8%+4.9pp |
| Annual return | -19.61% | -16.21%-3.4pp | 338.61%-358.2pp | 1.58%-21.2pp |
| Employer contribution / active EE | $1,222 | $651+87.6% | $1,159+5.4% | $2,544-52.0% |
| Participant deferral / active EE | $809 | $1,338-39.5% | $2,125-61.9% | $4,237-80.9% |
| Admin fee / account holder | $136 | $409-66.7% | $2,130-93.6% | $593-77.1% |