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 4-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 | $39,463 | $80,673-51.1% | $101,326-61.1% | $84,808-53.5% |
| Participation rate | 97.2% | 77.8%+19.4pp | 81.5%+15.7pp | 68.3%+28.9pp |
| Annual return | 15.68% | 38.95%-23.3pp | 36.82%-21.1pp | 40.90%-25.2pp |
| Employer contribution / active EE | $4,103 | $2,698+52.1% | $3,665+11.9% | $2,631+55.9% |
| Participant deferral / active EE | $8,839 | $6,840+29.2% | $7,994+10.6% | $4,212+109.9% |
| Admin fee / account holder | $68 | $12,784-99.5% | $11,185-99.4% | $7,344-99.1% |