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 | $60,936 | $84,487-27.9% | $125,339-51.4% | $66,914-8.9% |
| Participation rate | 98.2% | 76.4%+21.8pp | 82.4%+15.8pp | 69.8%+28.4pp |
| Annual return | 5.13% | -8.39%+13.5pp | 572.05%-566.9pp | 1.58%+3.5pp |
| Employer contribution / active EE | $2,393 | $3,553-32.7% | $4,814-50.3% | $2,544-6.0% |
| Participant deferral / active EE | $0 | $6,781-100.0% | $7,446-100.0% | $4,237-100.0% |
| Admin fee / account holder | $10 | $685-98.5% | $10,010-99.9% | $593-98.3% |