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 | $61,134 | $80,724-24.3% | $103,333-40.8% | $74,495-17.9% |
| Participation rate | 88.2% | 65.7%+22.5pp | 74.5%+13.7pp | 67.2%+21.0pp |
| Annual return | 13.51% | 27.56%-14.1pp | 24.88%-11.4pp | 1364.94%-1351.4pp |
| Employer contribution / active EE | $3,593 | $3,157+13.8% | $3,868-7.1% | $2,623+37.0% |
| Participant deferral / active EE | $7,865 | $3,860+103.7% | $5,057+55.5% | $4,346+81.0% |
| Admin fee / account holder | $0 | $2,368-100.0% | $8,355-100.0% | $1,942-100.0% |