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 | $65,210 | $94,625-31.1% | $116,228-43.9% | $84,808-23.1% |
| Participation rate | 97.7% | 70.4%+27.3pp | 74.6%+23.2pp | 68.3%+29.4pp |
| Annual return | 19.08% | 20.40%-1.3pp | 90.06%-71.0pp | 40.90%-21.8pp |
| Employer contribution / active EE | $2,550 | $2,347+8.7% | $2,994-14.8% | $2,631-3.1% |
| Participant deferral / active EE | $0 | $3,972-100.0% | $4,953-100.0% | $4,212-100.0% |
| Admin fee / account holder | $0 | $10,091-100.0% | $11,989-100.0% | $7,344-100.0% |