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 | $60,707 | $71,050-14.6% | $93,606-35.1% | $80,856-24.9% |
| Participation rate | 73.1% | 60.4%+12.7pp | 68.7%+4.4pp | 67.6%+5.5pp |
| Annual return | 14.74% | 11.26%+3.5pp | 133.20%-118.5pp | 35.59%-20.9pp |
| Employer contribution / active EE | $1,503 | $1,564-3.9% | $2,420-37.9% | $2,755-45.4% |
| Participant deferral / active EE | $4,559 | $4,034+13.0% | $4,411+3.3% | $4,296+6.1% |
| Admin fee / account holder | $45 | $6,945-99.3% | $8,285-99.5% | $6,918-99.3% |