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 | $49,657 | $64,909-23.5% | $82,313-39.7% | $62,292-20.3% |
| Participation rate | 78.0% | 74.9%+3.1pp | 76.9%+1.1pp | 69.5%+8.4pp |
| Annual return | 19.12% | 21.18%-2.1pp | 25.88%-6.8pp | 28.90%-9.8pp |
| Employer contribution / active EE | $882 | $1,676-47.4% | $2,428-63.7% | $2,042-56.8% |
| Participant deferral / active EE | $2,655 | $3,103-14.4% | $3,706-28.4% | $3,169-16.2% |
| Admin fee / account holder | $4 | $440-99.2% | $5,608-99.9% | $479-99.2% |