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 | $123,259 | $50,464+144.3% | $75,781+62.7% | $52,331+135.5% |
| Participation rate | 93.5% | 66.8%+26.7pp | 75.8%+17.7pp | 68.1%+25.4pp |
| Annual return | 5.51% | 1.03%+4.5pp | 9.68%-4.2pp | 4.54%+1.0pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $3,323-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $4,794 | $2,570+86.5% | $3,651+31.3% | $3,022+58.6% |
| Admin fee / account holder | $0 | $1,103-100.0% | $5,299-100.0% | $592-100.0% |