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 | $61,205 | $89,248-31.4% | $136,007-55.0% | $74,495-17.8% |
| Participation rate | 92.1% | 69.4%+22.7pp | 76.5%+15.6pp | 67.2%+24.9pp |
| Annual return | 12.04% | 22.76%-10.7pp | 579.32%-567.3pp | 1364.94%-1352.9pp |
| Employer contribution / active EE | $3,373 | $2,838+18.9% | $4,217-20.0% | $2,623+28.6% |
| Participant deferral / active EE | $6,227 | $4,598+35.4% | $7,025-11.3% | $4,346+43.3% |
| Admin fee / account holder | $6 | $1,545-99.6% | $6,858-99.9% | $1,942-99.7% |