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 5-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 | $22,212 | $64,119-65.4% | $112,228-80.2% | $66,914-66.8% |
| Participation rate | 96.6% | 68.5%+28.1pp | 75.1%+21.5pp | 69.8%+26.7pp |
| Annual return | 71.10% | -13.81%+84.9pp | 27.45%+43.7pp | 1.58%+69.5pp |
| Employer contribution / active EE | $4,826 | $3,005+60.6% | $3,635+32.8% | $2,544+89.7% |
| Participant deferral / active EE | $0 | $3,693-100.0% | $4,728-100.0% | $4,237-100.0% |
| Admin fee / account holder | $0 | $625-100.0% | $6,410-100.0% | $593-100.0% |