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 | $87,182 | $130,194-33.0% | $169,993-48.7% | $71,457+22.0% |
| Participation rate | 97.8% | 86.1%+11.6pp | 87.0%+10.8pp | 67.9%+29.9pp |
| Annual return | 17.50% | 20.37%-2.9pp | 53.37%-35.9pp | 28.85%-11.3pp |
| Employer contribution / active EE | $5,912 | $4,381+34.9% | $6,785-12.9% | $2,588+128.5% |
| Participant deferral / active EE | $9,681 | $6,923+39.8% | $10,408-7.0% | $4,289+125.7% |
| Admin fee / account holder | $106 | $966-89.0% | $12,815-99.2% | $1,587-93.3% |