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 | $64,898 | $64,119+1.2% | $112,228-42.2% | $66,914-3.0% |
| Participation rate | 96.2% | 68.5%+27.7pp | 75.1%+21.1pp | 69.8%+26.4pp |
| Annual return | -5.29% | -13.81%+8.5pp | 27.45%-32.7pp | 1.58%-6.9pp |
| Employer contribution / active EE | $3,266 | $3,005+8.7% | $3,635-10.1% | $2,544+28.4% |
| Participant deferral / active EE | $0 | $3,693-100.0% | $4,728-100.0% | $4,237-100.0% |
| Admin fee / account holder | $0 | $625-100.0% | $6,410-100.0% | $593-100.0% |