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 7-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 | $44,548 | $101,317-56.0% | $146,958-69.7% | $74,495-40.2% |
| Participation rate | 96.1% | 75.5%+20.6pp | 82.2%+13.9pp | 67.2%+28.9pp |
| Annual return | 20.12% | 8730.91%-8710.8pp | 418.34%-398.2pp | 1364.94%-1344.8pp |
| Employer contribution / active EE | $3,310 | $3,810-13.1% | $4,933-32.9% | $2,623+26.2% |
| Participant deferral / active EE | $9,037 | $7,303+23.7% | $8,070+12.0% | $4,346+108.0% |
| Admin fee / account holder | $50 | $1,739-97.1% | $12,998-99.6% | $1,942-97.4% |