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 | $43,812 | $69,515-37.0% | $86,874-49.6% | $85,850-49.0% |
| Participation rate | 100.0% | 66.3%+33.7pp | 71.6%+28.4pp | 69.3%+30.7pp |
| Annual return | 11.55% | 20.12%-8.6pp | 63.52%-52.0pp | 318.53%-307.0pp |
| Employer contribution / active EE | $5,662 | $1,880+201.1% | $2,495+126.9% | $2,565+120.7% |
| Participant deferral / active EE | $2,613 | $2,919-10.5% | $3,699-29.4% | $3,952-33.9% |
| Admin fee / account holder | $134 | $5,972-97.8% | $5,828-97.7% | $6,260-97.9% |