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 9-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 | $41,955 | $61,272-31.5% | $149,673-72.0% | $71,457-41.3% |
| Participation rate | 81.1% | 62.5%+18.6pp | 78.8%+2.3pp | 67.9%+13.2pp |
| Annual return | 16.86% | 35.85%-19.0pp | 134.42%-117.6pp | 28.85%-12.0pp |
| Employer contribution / active EE | $2,355 | $2,378-1.0% | $4,818-51.1% | $2,588-9.0% |
| Participant deferral / active EE | $4,004 | $2,917+37.2% | $5,680-29.5% | $4,289-6.6% |
| Admin fee / account holder | $292 | $1,261-76.9% | $13,210-97.8% | $1,587-81.6% |