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 | $77,527 | $55,449+39.8% | $83,848-7.5% | $56,287+37.7% |
| Participation rate | 99.4% | 68.0%+31.4pp | 76.1%+23.2pp | 69.9%+29.5pp |
| Annual return | -5.80% | -1.38%-4.4pp | 850.88%-856.7pp | -9.96%+4.2pp |
| Employer contribution / active EE | $15,214 | $2,430+526.0% | $3,631+319.0% | $2,111+620.7% |
| Participant deferral / active EE | $0 | $2,935-100.0% | $4,082-100.0% | $3,350-100.0% |
| Admin fee / account holder | $0 | $656-100.0% | $5,478-100.0% | $521-100.0% |