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 | $46,502 | $62,127-25.2% | $81,382-42.9% | $74,495-37.6% |
| Participation rate | 100.0% | 64.0%+36.0pp | 69.5%+30.5pp | 67.2%+32.8pp |
| Annual return | 17.57% | 16.48%+1.1pp | 24.73%-7.2pp | 1364.94%-1347.4pp |
| Employer contribution / active EE | $3,972 | $1,882+111.0% | $2,463+61.3% | $2,623+51.4% |
| Participant deferral / active EE | $0 | $3,229-100.0% | $3,883-100.0% | $4,346-100.0% |
| Admin fee / account holder | $4 | $1,934-99.8% | $5,768-99.9% | $1,942-99.8% |