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 | $63,207 | $61,272+3.2% | $149,673-57.8% | $71,457-11.5% |
| Participation rate | 100.0% | 62.5%+37.5pp | 78.8%+21.2pp | 67.9%+32.1pp |
| Annual return | 16.25% | 35.85%-19.6pp | 134.42%-118.2pp | 28.85%-12.6pp |
| Employer contribution / active EE | $2,496 | $2,378+4.9% | $4,818-48.2% | $2,588-3.5% |
| Participant deferral / active EE | $4,566 | $2,917+56.5% | $5,680-19.6% | $4,289+6.5% |
| Admin fee / account holder | $64 | $1,261-94.9% | $13,210-99.5% | $1,587-95.9% |