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 | $36,839 | $91,407-59.7% | $135,903-72.9% | $71,457-48.4% |
| Participation rate | 95.8% | 75.7%+20.2pp | 81.9%+13.9pp | 67.9%+27.9pp |
| Annual return | 27.47% | 29.90%-2.4pp | 68.23%-40.8pp | 28.85%-1.4pp |
| Employer contribution / active EE | $3,396 | $3,703-8.3% | $4,856-30.1% | $2,588+31.3% |
| Participant deferral / active EE | $9,339 | $7,092+31.7% | $7,758+20.4% | $4,289+117.8% |
| Admin fee / account holder | $23 | $1,266-98.2% | $10,762-99.8% | $1,587-98.6% |