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 9-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 | $48,830 | $47,722+2.3% | $82,719-41.0% | $64,808-24.7% |
| Participation rate | 84.2% | 67.6%+16.5pp | 72.6%+11.6pp | 71.5%+12.7pp |
| Annual return | -9.33% | -13.05%+3.7pp | 701.18%-710.5pp | 32.82%-42.2pp |
| Employer contribution / active EE | $3,531 | $2,179+62.0% | $3,009+17.3% | $2,506+40.9% |
| Participant deferral / active EE | $0 | $3,329-100.0% | $4,395-100.0% | $4,310-100.0% |
| Admin fee / account holder | $0 | $143-100.0% | $5,329-100.0% | $188-100.0% |