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 8-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 | $145,866 | $60,989+139.2% | $60,874+139.6% | $66,914+118.0% |
| Participation rate | 96.1% | 74.5%+21.6pp | 73.1%+23.0pp | 69.8%+26.3pp |
| Annual return | -11.27% | -9.60%-1.7pp | 16.90%-28.2pp | 1.58%-12.9pp |
| Employer contribution / active EE | $3,999 | $2,661+50.3% | $2,701+48.0% | $2,544+57.2% |
| Participant deferral / active EE | $7,705 | $3,615+113.2% | $3,817+101.9% | $4,237+81.9% |
| Admin fee / account holder | $96 | $338-71.7% | $3,224-97.0% | $593-83.8% |