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 | $88,842 | $45,863+93.7% | $77,024+15.3% | $68,494+29.7% |
| Participation rate | 98.9% | 55.9%+42.9pp | 67.9%+30.9pp | 67.9%+31.0pp |
| Annual return | -13.56% | 1.72%-15.3pp | 42.32%-55.9pp | -7.84%-5.7pp |
| Employer contribution / active EE | $8,885 | $1,650+438.6% | $2,812+215.9% | $2,596+242.2% |
| Participant deferral / active EE | $3,414 | $2,962+15.3% | $4,426-22.9% | $4,027-15.2% |
| Admin fee / account holder | $19 | $3,041-99.4% | $5,425-99.6% | $5,403-99.6% |