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 | $38,803 | $57,610-32.6% | $154,803-74.9% | $102,872-62.3% |
| Participation rate | 93.5% | 59.5%+34.0pp | 78.1%+15.4pp | 73.0%+20.4pp |
| Annual return | 20.21% | 30.49%-10.3pp | 58.88%-38.7pp | 19.06%+1.2pp |
| Employer contribution / active EE | $1,951 | $1,883+3.6% | $4,305-54.7% | $3,526-44.7% |
| Participant deferral / active EE | $0 | $2,914-100.0% | $5,540-100.0% | $5,535-100.0% |
| Admin fee / account holder | $0 | $368-100.0% | $14,329-100.0% | $292-100.0% |