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 | $79,609 | $80,005-0.5% | $140,016-43.1% | $55,725+42.9% |
| Participation rate | 100.0% | 87.0%+13.0pp | 87.5%+12.5pp | 70.9%+29.1pp |
| Annual return | -1.82% | 0.46%-2.3pp | 651.12%-652.9pp | 244.93%-246.8pp |
| Employer contribution / active EE | $1,571 | $3,403-53.8% | $5,606-72.0% | $2,078-24.4% |
| Participant deferral / active EE | $3,692 | $5,264-29.9% | $6,927-46.7% | $3,356+10.0% |
| Admin fee / account holder | $47 | $116-59.5% | $10,705-99.6% | $115-59.3% |