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 | $33,111 | $54,320-39.0% | $67,652-51.1% | $52,331-36.7% |
| Participation rate | 92.0% | 73.6%+18.4pp | 75.7%+16.3pp | 68.1%+23.9pp |
| Annual return | 1.85% | 6.81%-5.0pp | 6625.04%-6623.2pp | 4.54%-2.7pp |
| Employer contribution / active EE | $2,168 | $1,544+40.5% | $2,266-4.3% | $1,882+15.2% |
| Participant deferral / active EE | $1,786 | $2,950-39.5% | $3,560-49.8% | $3,022-40.9% |
| Admin fee / account holder | $0 | $527-100.0% | $4,821-100.0% | $592-100.0% |