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 | $43,389 | $52,406-17.2% | $129,207-66.4% | $74,495-41.8% |
| Participation rate | 100.0% | 53.8%+46.2pp | 69.6%+30.4pp | 67.2%+32.8pp |
| Annual return | 14.49% | 15.66%-1.2pp | 9417.33%-9402.8pp | 1364.94%-1350.5pp |
| Employer contribution / active EE | $2,709 | $1,531+77.0% | $4,153-34.8% | $2,623+3.3% |
| Participant deferral / active EE | $2,808 | $2,794+0.5% | $4,168-32.6% | $4,346-35.4% |
| Admin fee / account holder | $19 | $2,633-99.3% | $7,715-99.7% | $1,942-99.0% |