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 | $35,207 | $61,272-42.5% | $149,673-76.5% | $71,457-50.7% |
| Participation rate | 77.4% | 62.5%+14.9pp | 78.8%-1.3pp | 67.9%+9.5pp |
| Annual return | 13.75% | 35.85%-22.1pp | 134.42%-120.7pp | 28.85%-15.1pp |
| Employer contribution / active EE | $1,600 | $2,378-32.7% | $4,818-66.8% | $2,588-38.2% |
| Participant deferral / active EE | $2,120 | $2,917-27.3% | $5,680-62.7% | $4,289-50.6% |
| Admin fee / account holder | $1 | $1,261-99.9% | $13,210-100.0% | $1,587-99.9% |