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 | $91,404 | $86,929+5.1% | $102,423-10.8% | $80,856+13.0% |
| Participation rate | 77.1% | 72.4%+4.8pp | 76.5%+0.7pp | 67.6%+9.5pp |
| Annual return | 13.76% | 18.88%-5.1pp | 29.32%-15.6pp | 35.59%-21.8pp |
| Employer contribution / active EE | $3,032 | $2,369+28.0% | $3,023+0.3% | $2,755+10.1% |
| Participant deferral / active EE | $0 | $4,118-100.0% | $5,053-100.0% | $4,296-100.0% |
| Admin fee / account holder | $45 | $8,049-99.4% | $9,451-99.5% | $6,918-99.4% |