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 | $67,746 | $101,317-33.1% | $146,958-53.9% | $74,495-9.1% |
| Participation rate | 86.5% | 75.5%+11.0pp | 82.2%+4.3pp | 67.2%+19.3pp |
| Annual return | 14.50% | 8730.91%-8716.4pp | 418.34%-403.8pp | 1364.94%-1350.4pp |
| Employer contribution / active EE | $2,618 | $3,810-31.3% | $4,933-46.9% | $2,623-0.2% |
| Participant deferral / active EE | $6,874 | $7,303-5.9% | $8,070-14.8% | $4,346+58.2% |
| Admin fee / account holder | $41 | $1,739-97.6% | $12,998-99.7% | $1,942-97.9% |