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 | $48,881 | $80,138-39.0% | $130,231-62.5% | $71,457-31.6% |
| Participation rate | 90.4% | 71.0%+19.3pp | 76.3%+14.1pp | 67.9%+22.4pp |
| Annual return | 15.51% | 16.81%-1.3pp | 38.77%-23.3pp | 28.85%-13.3pp |
| Employer contribution / active EE | $3,047 | $2,834+7.5% | $4,126-26.2% | $2,588+17.7% |
| Participant deferral / active EE | $5,298 | $4,641+14.2% | $6,799-22.1% | $4,289+23.5% |
| Admin fee / account holder | $6 | $1,035-99.4% | $6,020-99.9% | $1,587-99.6% |