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 6-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 | $28,373 | $55,415-48.8% | $155,509-81.8% | $74,495-61.9% |
| Participation rate | 96.2% | 61.9%+34.3pp | 78.2%+18.0pp | 67.2%+29.0pp |
| Annual return | 16.89% | 268.50%-251.6pp | 64.67%-47.8pp | 1364.94%-1348.1pp |
| Employer contribution / active EE | $3,192 | $2,267+40.8% | $4,672-31.7% | $2,623+21.7% |
| Participant deferral / active EE | $8,092 | $2,836+185.3% | $5,626+43.8% | $4,346+86.2% |
| Admin fee / account holder | $28 | $1,738-98.4% | $15,912-99.8% | $1,942-98.5% |