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 | $53,448 | $42,894+24.6% | $60,874-12.2% | $68,494-22.0% |
| Participation rate | 91.4% | 66.8%+24.6pp | 73.1%+18.3pp | 67.9%+23.5pp |
| Annual return | -13.65% | -13.98%+0.3pp | 16.90%-30.5pp | -7.84%-5.8pp |
| Employer contribution / active EE | $2,806 | $1,978+41.9% | $2,701+3.9% | $2,596+8.1% |
| Participant deferral / active EE | $5,194 | $2,867+81.2% | $3,817+36.1% | $4,027+29.0% |
| Admin fee / account holder | $0 | $3,101-100.0% | $3,224-100.0% | $5,403-100.0% |