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 | $65,629 | $81,248-19.2% | $155,509-57.8% | $80,856-18.8% |
| Participation rate | 87.5% | 66.2%+21.3pp | 78.2%+9.3pp | 67.6%+19.9pp |
| Annual return | 11.26% | 33.31%-22.0pp | 64.67%-53.4pp | 35.59%-24.3pp |
| Employer contribution / active EE | $3,302 | $3,100+6.5% | $4,672-29.3% | $2,755+19.9% |
| Participant deferral / active EE | $3,095 | $3,452-10.3% | $5,626-45.0% | $4,296-27.9% |
| Admin fee / account holder | $5 | $7,997-99.9% | $15,912-100.0% | $6,918-99.9% |