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 | $99,809 | $70,908+40.8% | $98,907+0.9% | $73,488+35.8% |
| Participation rate | 72.0% | 73.8%-1.8pp | 76.0%-4.0pp | 70.7%+1.3pp |
| Annual return | 19.48% | 34.17%-14.7pp | 196.43%-177.0pp | 28.51%-9.0pp |
| Employer contribution / active EE | $2,545 | $2,036+25.0% | $2,689-5.4% | $2,270+12.1% |
| Participant deferral / active EE | $6,409 | $3,500+83.1% | $4,244+51.0% | $3,740+71.4% |
| Admin fee / account holder | $97 | $535-81.9% | $6,642-98.5% | $513-81.2% |