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 | $60,919 | $46,553+30.9% | $64,056-4.9% | $75,163-19.0% |
| Participation rate | 95.8% | 65.9%+29.9pp | 72.3%+23.5pp | 67.2%+28.6pp |
| Annual return | 18.18% | 26.03%-7.9pp | 33.69%-15.5pp | 160.62%-142.4pp |
| Employer contribution / active EE | $2,713 | $1,974+37.4% | $2,747-1.2% | $2,670+1.6% |
| Participant deferral / active EE | $4,844 | $2,837+70.8% | $3,880+24.9% | $4,125+17.4% |
| Admin fee / account holder | $0 | $2,952-100.0% | $3,068-100.0% | $5,651-100.0% |