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 7-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 | $25,015 | $48,750-48.7% | $88,946-71.9% | $74,304-66.3% |
| Participation rate | 91.5% | 44.5%+47.1pp | 68.8%+22.7pp | 60.3%+31.2pp |
| Annual return | 18.34% | 25.91%-7.6pp | 57.82%-39.5pp | 29.43%-11.1pp |
| Employer contribution / active EE | $1,339 | $1,255+6.7% | $2,555-47.6% | $2,241-40.2% |
| Participant deferral / active EE | $2,469 | $2,423+1.9% | $4,581-46.1% | $3,767-34.5% |
| Admin fee / account holder | $30 | $3,756-99.2% | $8,261-99.6% | $2,969-99.0% |