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 | $68,282 | $101,883-33.0% | $453,369-84.9% | $85,850-20.5% |
| Participation rate | 78.0% | 72.3%+5.8pp | 78.0%+0.1pp | 69.3%+8.7pp |
| Annual return | 15.17% | 25.38%-10.2pp | 64.40%-49.2pp | 318.53%-303.4pp |
| Employer contribution / active EE | $3,513 | $2,847+23.4% | $4,070-13.7% | $2,565+36.9% |
| Participant deferral / active EE | $6,971 | $4,782+45.8% | $6,209+12.3% | $3,952+76.4% |
| Admin fee / account holder | $0 | $5,706-100.0% | $11,209-100.0% | $6,260-100.0% |