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 | $32,719 | $81,248-59.7% | $155,509-79.0% | $80,856-59.5% |
| Participation rate | 91.7% | 66.2%+25.4pp | 78.2%+13.5pp | 67.6%+24.0pp |
| Annual return | 10.71% | 33.31%-22.6pp | 64.67%-54.0pp | 35.59%-24.9pp |
| Employer contribution / active EE | $1,537 | $3,100-50.4% | $4,672-67.1% | $2,755-44.2% |
| Participant deferral / active EE | $0 | $3,452-100.0% | $5,626-100.0% | $4,296-100.0% |
| Admin fee / account holder | $1 | $7,997-100.0% | $15,912-100.0% | $6,918-100.0% |