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 | $52,445 | $68,914-23.9% | $136,749-61.6% | $74,304-29.4% |
| Participation rate | 75.0% | 51.3%+23.7pp | 72.1%+2.9pp | 60.3%+14.7pp |
| Annual return | 20.57% | 16.34%+4.2pp | 24.33%-3.8pp | 29.43%-8.9pp |
| Employer contribution / active EE | $2,050 | $1,561+31.3% | $3,400-39.7% | $2,241-8.5% |
| Participant deferral / active EE | $3,037 | $2,541+19.5% | $4,692-35.3% | $3,767-19.4% |
| Admin fee / account holder | $10 | $3,149-99.7% | $11,386-99.9% | $2,969-99.7% |