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 | $40,296 | $49,915-19.3% | $154,803-74.0% | $74,304-45.8% |
| Participation rate | 82.0% | 54.0%+28.0pp | 78.1%+3.9pp | 60.3%+21.6pp |
| Annual return | 15.47% | 34.06%-18.6pp | 58.88%-43.4pp | 29.43%-14.0pp |
| Employer contribution / active EE | $1,649 | $1,611+2.3% | $4,305-61.7% | $2,241-26.4% |
| Participant deferral / active EE | $2,907 | $2,255+28.9% | $5,540-47.5% | $3,767-22.8% |
| Admin fee / account holder | $0 | $2,189-100.0% | $14,329-100.0% | $2,969-100.0% |