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 | $32,755 | $69,763-53.0% | $67,502-51.5% | $74,495-56.0% |
| Participation rate | 92.1% | 71.4%+20.7pp | 72.9%+19.2pp | 67.2%+24.9pp |
| Annual return | 11.65% | -40.34%+52.0pp | 3512.12%-3500.5pp | 1364.94%-1353.3pp |
| Employer contribution / active EE | $2,661 | $2,704-1.6% | $2,731-2.5% | $2,623+1.5% |
| Participant deferral / active EE | $3,381 | $3,636-7.0% | $4,000-15.5% | $4,346-22.2% |
| Admin fee / account holder | $2 | $896-99.8% | $3,998-100.0% | $1,942-99.9% |