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 | $92,557 | $96,484-4.1% | $156,263-40.8% | $74,304+24.6% |
| Participation rate | 95.7% | 67.7%+28.0pp | 78.9%+16.7pp | 60.3%+35.3pp |
| Annual return | 13.97% | 17.73%-3.8pp | 59.47%-45.5pp | 29.43%-15.5pp |
| Employer contribution / active EE | $3,722 | $2,528+47.2% | $4,333-14.1% | $2,241+66.1% |
| Participant deferral / active EE | $9,414 | $4,286+119.6% | $6,158+52.9% | $3,767+149.9% |
| Admin fee / account holder | $20 | $3,728-99.5% | $14,255-99.9% | $2,969-99.3% |