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 | $69,594 | $102,553-32.1% | $151,611-54.1% | $66,914+4.0% |
| Participation rate | 100.0% | 85.5%+14.5pp | 87.5%+12.5pp | 69.8%+30.2pp |
| Annual return | -17.29% | -10.82%-6.5pp | 3.33%-20.6pp | 1.58%-18.9pp |
| Employer contribution / active EE | $13,017 | $4,180+211.4% | $6,166+111.1% | $2,544+411.6% |
| Participant deferral / active EE | $8,847 | $6,641+33.2% | $8,363+5.8% | $4,237+108.8% |
| Admin fee / account holder | $10 | $630-98.4% | $11,616-99.9% | $593-98.3% |