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 | $79,858 | $91,538-12.8% | $129,995-38.6% | $75,163+6.2% |
| Participation rate | 90.6% | 71.4%+19.2pp | 78.5%+12.1pp | 67.2%+23.4pp |
| Annual return | 20.97% | -631.11%+652.1pp | -137.18%+158.1pp | 160.62%-139.7pp |
| Employer contribution / active EE | $3,741 | $2,845+31.5% | $4,320-13.4% | $2,670+40.1% |
| Participant deferral / active EE | $8,400 | $4,341+93.5% | $5,820+44.3% | $4,125+103.6% |
| Admin fee / account holder | $24 | $6,790-99.6% | $10,614-99.8% | $5,651-99.6% |