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 4-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 | $52,189 | $104,317-50.0% | $159,436-67.3% | $86,799-39.9% |
| Participation rate | 91.9% | 77.7%+14.2pp | 82.8%+9.1pp | 72.3%+19.6pp |
| Annual return | 18.54% | 26.32%-7.8pp | 263.57%-245.0pp | 97.91%-79.4pp |
| Employer contribution / active EE | $1,002 | $3,451-71.0% | $4,829-79.2% | $2,405-58.3% |
| Participant deferral / active EE | $5,781 | $6,837-15.4% | $7,352-21.4% | $4,131+39.9% |
| Admin fee / account holder | $275 | $172+59.6% | $10,799-97.5% | $170+62.1% |