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 | $69,455 | $54,193+28.2% | $93,606-25.8% | $77,643-10.5% |
| Participation rate | 74.5% | 63.9%+10.5pp | 68.7%+5.8pp | 70.6%+3.9pp |
| Annual return | 28.14% | 30.54%-2.4pp | 133.20%-105.1pp | 31.24%-3.1pp |
| Employer contribution / active EE | $3,159 | $1,168+170.5% | $2,420+30.6% | $2,726+15.9% |
| Participant deferral / active EE | $0 | $3,144-100.0% | $4,411-100.0% | $4,647-100.0% |
| Admin fee / account holder | $0 | $576-100.0% | $8,285-100.0% | $430-100.0% |