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 | $42,193 | $59,159-28.7% | $159,960-73.6% | $66,914-36.9% |
| Participation rate | 84.8% | 68.1%+16.7pp | 78.0%+6.9pp | 69.8%+15.0pp |
| Annual return | -17.61% | -12.26%-5.4pp | 408.60%-426.2pp | 1.58%-19.2pp |
| Employer contribution / active EE | $1,482 | $1,983-25.3% | $4,226-64.9% | $2,544-41.8% |
| Participant deferral / active EE | $3,814 | $4,395-13.2% | $6,182-38.3% | $4,237-10.0% |
| Admin fee / account holder | $278 | $591-53.0% | $8,698-96.8% | $593-53.2% |