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 | $34,089 | $65,061-47.6% | $143,757-76.3% | $66,914-49.1% |
| Participation rate | 83.5% | 65.2%+18.4pp | 80.3%+3.2pp | 69.8%+13.7pp |
| Annual return | -14.64% | -11.14%-3.5pp | -0.04%-14.6pp | 1.58%-16.2pp |
| Employer contribution / active EE | $1,707 | $2,361-27.7% | $4,951-65.5% | $2,544-32.9% |
| Participant deferral / active EE | $2,427 | $2,919-16.9% | $5,637-57.0% | $4,237-42.7% |
| Admin fee / account holder | $8 | $502-98.5% | $14,673-99.9% | $593-98.7% |