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 | $68,682 | $75,760-9.3% | $123,104-44.2% | $59,188+16.0% |
| Participation rate | 100.0% | 86.0%+14.0pp | 86.8%+13.2pp | 69.4%+30.6pp |
| Annual return | 0.23% | 2.93%-2.7pp | 13.22%-13.0pp | 5.51%-5.3pp |
| Employer contribution / active EE | $10,738 | $3,415+214.4% | $5,151+108.4% | $2,098+411.8% |
| Participant deferral / active EE | $0 | $5,000-100.0% | $6,230-100.0% | $3,265-100.0% |
| Admin fee / account holder | $0 | $61-100.0% | $9,015-100.0% | $92-100.0% |