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 | $140,462 | $86,655+62.1% | $119,609+17.4% | $66,914+109.9% |
| Participation rate | 78.5% | 75.6%+2.9pp | 79.3%-0.8pp | 69.8%+8.7pp |
| Annual return | 9.96% | -8.00%+18.0pp | -14.97%+24.9pp | 1.58%+8.4pp |
| Employer contribution / active EE | $17,288 | $2,536+581.7% | $4,232+308.5% | $2,544+579.5% |
| Participant deferral / active EE | $0 | $4,358-100.0% | $5,602-100.0% | $4,237-100.0% |
| Admin fee / account holder | $0 | $755-100.0% | $10,323-100.0% | $593-100.0% |