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 | $78,315 | $79,694-1.7% | $96,139-18.5% | $79,386-1.3% |
| Participation rate | 76.8% | 54.0%+22.8pp | 68.4%+8.3pp | 70.7%+6.1pp |
| Annual return | 21.65% | 40.84%-19.2pp | 191.94%-170.3pp | 116.85%-95.2pp |
| Employer contribution / active EE | $3,096 | $1,443+114.5% | $2,797+10.7% | $2,427+27.5% |
| Participant deferral / active EE | $0 | $2,539-100.0% | $4,349-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $630-100.0% | $5,537-100.0% | $626-100.0% |