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 | $38,155 | $62,267-38.7% | $110,238-65.4% | $55,725-31.5% |
| Participation rate | 98.4% | 78.1%+20.3pp | 79.8%+18.6pp | 70.9%+27.6pp |
| Annual return | -1.29% | -1.07%-0.2pp | 314.74%-316.0pp | 244.93%-246.2pp |
| Employer contribution / active EE | $3,497 | $1,941+80.1% | $3,826-8.6% | $2,078+68.3% |
| Participant deferral / active EE | $0 | $3,516-100.0% | $4,672-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $121-100.0% | $8,547-100.0% | $115-100.0% |