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 8-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 | $13,826 | $65,409-78.9% | $98,442-86.0% | $85,850-83.9% |
| Participation rate | 91.3% | 65.0%+26.3pp | 73.3%+18.0pp | 69.3%+22.0pp |
| Annual return | 18.66% | 21.76%-3.1pp | 1492.73%-1474.1pp | 318.53%-299.9pp |
| Employer contribution / active EE | $2,611 | $2,168+20.4% | $2,960-11.8% | $2,565+1.8% |
| Participant deferral / active EE | $3,865 | $3,166+22.1% | $4,276-9.6% | $3,952-2.2% |
| Admin fee / account holder | $28 | $4,593-99.4% | $5,949-99.5% | $6,260-99.5% |