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 | $96,509 | $60,989+58.2% | $60,874+58.5% | $66,914+44.2% |
| Participation rate | 94.0% | 74.5%+19.5pp | 73.1%+20.9pp | 69.8%+24.2pp |
| Annual return | -11.01% | -9.60%-1.4pp | 16.90%-27.9pp | 1.58%-12.6pp |
| Employer contribution / active EE | $4,005 | $2,661+50.5% | $2,701+48.3% | $2,544+57.4% |
| Participant deferral / active EE | $5,500 | $3,615+52.1% | $3,817+44.1% | $4,237+29.8% |
| Admin fee / account holder | $17 | $338-94.9% | $3,224-99.5% | $593-97.1% |