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 | $43,668 | $109,881-60.3% | $150,045-70.9% | $84,808-48.5% |
| Participation rate | 92.5% | 76.1%+16.5pp | 82.3%+10.2pp | 68.3%+24.2pp |
| Annual return | 17.44% | 28.25%-10.8pp | 62.55%-45.1pp | 40.90%-23.5pp |
| Employer contribution / active EE | $5,111 | $3,561+43.5% | $4,693+8.9% | $2,631+94.2% |
| Participant deferral / active EE | $8,041 | $6,636+21.2% | $7,997+0.5% | $4,212+90.9% |
| Admin fee / account holder | $13 | $8,568-99.9% | $13,435-99.9% | $7,344-99.8% |