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 | $33,243 | $73,102-54.5% | $123,544-73.1% | $56,287-40.9% |
| Participation rate | 94.8% | 74.3%+20.5pp | 82.3%+12.5pp | 69.9%+25.0pp |
| Annual return | 13.14% | 3.01%+10.1pp | 119.20%-106.1pp | -9.96%+23.1pp |
| Employer contribution / active EE | $2,213 | $2,977-25.7% | $4,628-52.2% | $2,111+4.8% |
| Participant deferral / active EE | $0 | $5,423-100.0% | $6,426-100.0% | $3,350-100.0% |
| Admin fee / account holder | $0 | $554-100.0% | $9,284-100.0% | $521-100.0% |