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 | $42,164 | $49,915-15.5% | $154,803-72.8% | $74,304-43.3% |
| Participation rate | 79.3% | 54.0%+25.3pp | 78.1%+1.2pp | 60.3%+18.9pp |
| Annual return | 13.75% | 34.06%-20.3pp | 58.88%-45.1pp | 29.43%-15.7pp |
| Employer contribution / active EE | $1,601 | $1,611-0.7% | $4,305-62.8% | $2,241-28.6% |
| Participant deferral / active EE | $1,920 | $2,255-14.9% | $5,540-65.4% | $3,767-49.0% |
| Admin fee / account holder | $116 | $2,189-94.7% | $14,329-99.2% | $2,969-96.1% |