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 | $13,545 | $34,934-61.2% | $56,411-76.0% | $74,495-81.8% |
| Participation rate | 73.4% | 32.8%+40.6pp | 52.5%+21.0pp | 67.2%+6.2pp |
| Annual return | 24.87% | 25.94%-1.1pp | 1701.33%-1676.5pp | 1364.94%-1340.1pp |
| Employer contribution / active EE | $1,252 | $609+105.5% | $1,039+20.5% | $2,623-52.3% |
| Participant deferral / active EE | $856 | $1,170-26.9% | $1,952-56.2% | $4,346-80.3% |
| Admin fee / account holder | $18 | $2,364-99.3% | $2,829-99.4% | $1,942-99.1% |