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 | $54,618 | $87,870-37.8% | $113,168-51.7% | $74,304-26.5% |
| Participation rate | 97.3% | 70.7%+26.6pp | 76.6%+20.8pp | 60.3%+37.0pp |
| Annual return | 16.96% | 26.44%-9.5pp | 24.27%-7.3pp | 29.43%-12.5pp |
| Employer contribution / active EE | $4,020 | $2,277+76.6% | $2,975+35.1% | $2,241+79.4% |
| Participant deferral / active EE | $7,991 | $4,241+88.4% | $5,107+56.5% | $3,767+112.1% |
| Admin fee / account holder | $268 | $3,368-92.1% | $12,068-97.8% | $2,969-91.0% |