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 | $49,798 | $80,753-38.3% | $136,294-63.5% | $62,292-20.1% |
| Participation rate | 90.3% | 73.5%+16.8pp | 81.9%+8.4pp | 69.5%+20.8pp |
| Annual return | 18.53% | 35.83%-17.3pp | 5155.94%-5137.4pp | 28.90%-10.4pp |
| Employer contribution / active EE | $2,032 | $2,884-29.5% | $4,695-56.7% | $2,042-0.5% |
| Participant deferral / active EE | $6,071 | $5,164+17.6% | $6,247-2.8% | $3,169+91.6% |
| Admin fee / account holder | $14 | $525-97.4% | $9,243-99.8% | $479-97.1% |