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 | $67,344 | $69,362-2.9% | $101,248-33.5% | $73,488-8.4% |
| Participation rate | 97.2% | 68.4%+28.8pp | 75.8%+21.4pp | 70.7%+26.5pp |
| Annual return | 73.70% | 18.46%+55.2pp | 46.47%+27.2pp | 28.51%+45.2pp |
| Employer contribution / active EE | $2,538 | $2,628-3.4% | $3,660-30.6% | $2,270+11.8% |
| Participant deferral / active EE | $0 | $3,300-100.0% | $4,370-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $704-100.0% | $5,945-100.0% | $513-100.0% |