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 9-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 | $41,017 | $82,664-50.4% | $125,339-67.3% | $68,494-40.1% |
| Participation rate | 95.7% | 75.0%+20.7pp | 82.4%+13.3pp | 67.9%+27.8pp |
| Annual return | -4.90% | -5.97%+1.1pp | 572.05%-576.9pp | -7.84%+2.9pp |
| Employer contribution / active EE | $8,077 | $3,381+138.9% | $4,814+67.8% | $2,596+211.1% |
| Participant deferral / active EE | $11,189 | $6,110+83.1% | $7,446+50.3% | $4,027+177.8% |
| Admin fee / account holder | $25 | $6,275-99.6% | $10,010-99.7% | $5,403-99.5% |