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 | $40,645 | $70,002-41.9% | $115,037-64.7% | $52,331-22.3% |
| Participation rate | 98.0% | 72.1%+25.9pp | 81.4%+16.6pp | 68.1%+29.9pp |
| Annual return | 7.97% | 4.04%+3.9pp | 26.14%-18.2pp | 4.54%+3.4pp |
| Employer contribution / active EE | $4,533 | $2,715+67.0% | $4,608-1.6% | $1,882+140.9% |
| Participant deferral / active EE | $0 | $4,920-100.0% | $6,026-100.0% | $3,022-100.0% |
| Admin fee / account holder | $0 | $566-100.0% | $8,175-100.0% | $592-100.0% |