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 | $41,377 | $71,050-41.8% | $93,606-55.8% | $80,856-48.8% |
| Participation rate | 97.1% | 60.4%+36.7pp | 68.7%+28.3pp | 67.6%+29.4pp |
| Annual return | 18.25% | 11.26%+7.0pp | 133.20%-114.9pp | 35.59%-17.3pp |
| Employer contribution / active EE | $4,516 | $1,564+188.8% | $2,420+86.6% | $2,755+63.9% |
| Participant deferral / active EE | $9,594 | $4,034+137.8% | $4,411+117.5% | $4,296+123.3% |
| Admin fee / account holder | $45 | $6,945-99.4% | $8,285-99.5% | $6,918-99.4% |