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 | $82,016 | $86,655-5.4% | $119,609-31.4% | $66,914+22.6% |
| Participation rate | 99.5% | 75.6%+23.9pp | 79.3%+20.2pp | 69.8%+29.6pp |
| Annual return | -15.05% | -8.00%-7.0pp | -14.97%-0.1pp | 1.58%-16.6pp |
| Employer contribution / active EE | $3,616 | $2,536+42.6% | $4,232-14.6% | $2,544+42.1% |
| Participant deferral / active EE | $4,576 | $4,358+5.0% | $5,602-18.3% | $4,237+8.0% |
| Admin fee / account holder | $7 | $755-99.1% | $10,323-99.9% | $593-98.9% |