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 | $13,322 | $27,839-52.1% | $58,482-77.2% | $71,457-81.4% |
| Participation rate | 90.8% | 34.5%+56.2pp | 50.9%+39.9pp | 67.9%+22.9pp |
| Annual return | 29.06% | 26.81%+2.3pp | 4239.32%-4210.3pp | 28.85%+0.2pp |
| Employer contribution / active EE | $2,171 | $631+244.3% | $1,053+106.1% | $2,588-16.1% |
| Participant deferral / active EE | $3,538 | $1,206+193.3% | $1,924+83.9% | $4,289-17.5% |
| Admin fee / account holder | $10 | $1,641-99.4% | $2,516-99.6% | $1,587-99.4% |