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 | $78,685 | $88,083-10.7% | $164,813-52.3% | $74,495+5.6% |
| Participation rate | 79.6% | 73.0%+6.6pp | 78.6%+1.0pp | 67.2%+12.4pp |
| Annual return | 13.07% | 17.26%-4.2pp | 69.93%-56.9pp | 1364.94%-1351.9pp |
| Employer contribution / active EE | $1,327 | $2,593-48.8% | $4,341-69.4% | $2,623-49.4% |
| Participant deferral / active EE | $3,916 | $4,498-12.9% | $6,031-35.1% | $4,346-9.9% |
| Admin fee / account holder | $60 | $2,234-97.3% | $12,690-99.5% | $1,942-96.9% |