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 3-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 | $64,226 | $86,944-26.1% | $107,525-40.3% | $74,304-13.6% |
| Participation rate | 92.2% | 59.6%+32.7pp | 75.1%+17.1pp | 60.3%+31.9pp |
| Annual return | 30.25% | 23.52%+6.7pp | 181.32%-151.1pp | 29.43%+0.8pp |
| Employer contribution / active EE | $2,977 | $2,757+8.0% | $3,754-20.7% | $2,241+32.9% |
| Participant deferral / active EE | $0 | $3,554-100.0% | $5,116-100.0% | $3,767-100.0% |
| Admin fee / account holder | $4 | $3,727-99.9% | $8,919-100.0% | $2,969-99.9% |