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 | $100,766 | $104,919-4.0% | $116,228-13.3% | $85,563+17.8% |
| Participation rate | 90.4% | 78.6%+11.8pp | 74.6%+15.9pp | 66.0%+24.5pp |
| Annual return | 14.27% | 15.38%-1.1pp | 90.06%-75.8pp | 31.51%-17.2pp |
| Employer contribution / active EE | $3,191 | $3,485-8.4% | $2,994+6.6% | $2,654+20.3% |
| Participant deferral / active EE | $4,935 | $5,306-7.0% | $4,953-0.4% | $4,375+12.8% |
| Admin fee / account holder | $122 | $429-71.6% | $11,989-99.0% | $834-85.4% |