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 | $46,697 | $61,156-23.6% | $185,823-74.9% | $79,386-41.2% |
| Participation rate | 94.4% | 66.6%+27.8pp | 81.7%+12.7pp | 70.7%+23.7pp |
| Annual return | 17.27% | 19.45%-2.2pp | 122.05%-104.8pp | 116.85%-99.6pp |
| Employer contribution / active EE | $2,468 | $2,321+6.3% | $5,167-52.2% | $2,427+1.7% |
| Participant deferral / active EE | $2,568 | $2,789-7.9% | $5,568-53.9% | $4,046-36.5% |
| Admin fee / account holder | $16 | $710-97.7% | $16,237-99.9% | $626-97.4% |