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 | $68,059 | $65,435+4.0% | $86,677-21.5% | $66,914+1.7% |
| Participation rate | 98.0% | 75.5%+22.6pp | 76.6%+21.5pp | 69.8%+28.2pp |
| Annual return | 20.90% | -10.89%+31.8pp | 35.91%-15.0pp | 1.58%+19.3pp |
| Employer contribution / active EE | $8,556 | $2,153+297.4% | $2,836+201.7% | $2,544+236.3% |
| Participant deferral / active EE | $0 | $4,100-100.0% | $4,656-100.0% | $4,237-100.0% |
| Admin fee / account holder | $1 | $642-99.8% | $7,493-100.0% | $593-99.8% |