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 5-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 | $65,693 | $81,474-19.4% | $133,956-51.0% | $73,488-10.6% |
| Participation rate | 80.9% | 76.4%+4.5pp | 79.8%+1.0pp | 70.7%+10.2pp |
| Annual return | 0.00% | 19.40%-19.4pp | 45.09%-45.1pp | 28.51%-28.5pp |
| Employer contribution / active EE | $17,551 | $2,209+694.4% | $3,919+347.9% | $2,270+673.2% |
| Participant deferral / active EE | $0 | $3,786-100.0% | $5,048-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $713-100.0% | $8,927-100.0% | $513-100.0% |