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 | $49,909 | $48,230+3.5% | $67,502-26.1% | $80,856-38.3% |
| Participation rate | 94.4% | 66.4%+28.1pp | 72.9%+21.6pp | 67.6%+26.8pp |
| Annual return | 13.45% | 18.28%-4.8pp | 3512.12%-3498.7pp | 35.59%-22.1pp |
| Employer contribution / active EE | $2,487 | $2,020+23.2% | $2,731-8.9% | $2,755-9.7% |
| Participant deferral / active EE | $2,179 | $2,924-25.5% | $4,000-45.5% | $4,296-49.3% |
| Admin fee / account holder | $0 | $3,681-100.0% | $3,998-100.0% | $6,918-100.0% |