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 | $75,190 | $51,315+46.5% | $95,745-21.5% | $71,457+5.2% |
| Participation rate | 96.0% | 63.0%+33.0pp | 72.3%+23.7pp | 67.9%+28.1pp |
| Annual return | 17.14% | 25.26%-8.1pp | 28.35%-11.2pp | 28.85%-11.7pp |
| Employer contribution / active EE | $3,565 | $1,819+96.0% | $2,835+25.8% | $2,588+37.8% |
| Participant deferral / active EE | $6,647 | $3,358+97.9% | $4,245+56.6% | $4,289+55.0% |
| Admin fee / account holder | $13 | $1,137-98.9% | $5,678-99.8% | $1,587-99.2% |