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 | $34,231 | $64,119-46.6% | $112,228-69.5% | $66,914-48.8% |
| Participation rate | 71.3% | 68.5%+2.9pp | 75.1%-3.7pp | 69.8%+1.5pp |
| Annual return | -14.38% | -13.81%-0.6pp | 27.45%-41.8pp | 1.58%-16.0pp |
| Employer contribution / active EE | $2,800 | $3,005-6.8% | $3,635-23.0% | $2,544+10.1% |
| Participant deferral / active EE | $2,364 | $3,693-36.0% | $4,728-50.0% | $4,237-44.2% |
| Admin fee / account holder | $0 | $625-100.0% | $6,410-100.0% | $593-100.0% |