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 | $30,701 | $65,061-52.8% | $143,757-78.6% | $66,914-54.1% |
| Participation rate | 100.0% | 65.2%+34.8pp | 80.3%+19.7pp | 69.8%+30.2pp |
| Annual return | 5.04% | -11.14%+16.2pp | -0.04%+5.1pp | 1.58%+3.5pp |
| Employer contribution / active EE | $757 | $2,361-67.9% | $4,951-84.7% | $2,544-70.3% |
| Participant deferral / active EE | $1,841 | $2,919-36.9% | $5,637-67.3% | $4,237-56.6% |
| Admin fee / account holder | $0 | $502-100.0% | $14,673-100.0% | $593-100.0% |