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 | $79,290 | $73,867+7.3% | $143,757-44.8% | $68,494+15.8% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -13.59% | 1.01%-14.6pp | -0.04%-13.6pp | -7.84%-5.8pp |
| Employer contribution / active EE | $7,823 | $3,184+145.7% | $4,951+58.0% | $2,596+201.3% |
| Participant deferral / active EE | $5,349 | $3,384+58.0% | $5,637-5.1% | $4,027+32.8% |
| Admin fee / account holder | $74 | $5,755-98.7% | $14,673-99.5% | $5,403-98.6% |