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 | $40,012 | $63,924-37.4% | $108,579-63.1% | $55,167-27.5% |
| Participation rate | 96.5% | 74.3%+22.2pp | 79.6%+16.9pp | 69.0%+27.5pp |
| Annual return | 12.06% | 15.31%-3.2pp | -51.70%+63.8pp | 169.23%-157.2pp |
| Employer contribution / active EE | $5,327 | $1,879+183.5% | $3,758+41.8% | $1,963+171.4% |
| Participant deferral / active EE | $0 | $3,067-100.0% | $4,311-100.0% | $3,054-100.0% |
| Admin fee / account holder | $10 | $618-98.4% | $7,645-99.9% | $504-98.0% |