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 | $26,043 | $65,061-60.0% | $143,757-81.9% | $66,914-61.1% |
| Participation rate | 84.3% | 65.2%+19.1pp | 80.3%+4.0pp | 69.8%+14.5pp |
| Annual return | -14.79% | -11.14%-3.7pp | -0.04%-14.8pp | 1.58%-16.4pp |
| Employer contribution / active EE | $5,315 | $2,361+125.1% | $4,951+7.3% | $2,544+108.9% |
| Participant deferral / active EE | $2,444 | $2,919-16.3% | $5,637-56.6% | $4,237-42.3% |
| Admin fee / account holder | $6 | $502-98.8% | $14,673-100.0% | $593-99.0% |