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 | $73,396 | $65,557+12.0% | $64,056+14.6% | $71,457+2.7% |
| Participation rate | 98.5% | 73.2%+25.4pp | 72.3%+26.2pp | 67.9%+30.6pp |
| Annual return | 18.14% | 18.94%-0.8pp | 33.69%-15.5pp | 28.85%-10.7pp |
| Employer contribution / active EE | $1,427 | $2,669-46.5% | $2,747-48.1% | $2,588-44.9% |
| Participant deferral / active EE | $5,766 | $3,626+59.0% | $3,880+48.6% | $4,289+34.5% |
| Admin fee / account holder | $5 | $616-99.2% | $3,068-99.8% | $1,587-99.7% |