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 | $136,855 | $77,660+76.2% | $109,143+25.4% | $79,386+72.4% |
| Participation rate | 100.0% | 67.8%+32.2pp | 75.9%+24.1pp | 70.7%+29.3pp |
| Annual return | 14.52% | 23.44%-8.9pp | 25.75%-11.2pp | 116.85%-102.3pp |
| Employer contribution / active EE | $3,793 | $2,797+35.6% | $3,722+1.9% | $2,427+56.2% |
| Participant deferral / active EE | $3,805 | $3,518+8.2% | $4,653-18.2% | $4,046-5.9% |
| Admin fee / account holder | $4 | $732-99.5% | $6,752-99.9% | $626-99.4% |