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 | $33,240 | $80,724-58.8% | $103,333-67.8% | $74,495-55.4% |
| Participation rate | 94.8% | 65.7%+29.1pp | 74.5%+20.3pp | 67.2%+27.6pp |
| Annual return | 13.98% | 27.56%-13.6pp | 24.88%-10.9pp | 1364.94%-1351.0pp |
| Employer contribution / active EE | $5,229 | $3,157+65.6% | $3,868+35.2% | $2,623+99.3% |
| Participant deferral / active EE | $2,789 | $3,860-27.8% | $5,057-44.9% | $4,346-35.8% |
| Admin fee / account holder | $59 | $2,368-97.5% | $8,355-99.3% | $1,942-96.9% |