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 | $59,699 | $64,119-6.9% | $112,228-46.8% | $66,914-10.8% |
| Participation rate | 98.9% | 68.5%+30.4pp | 75.1%+23.9pp | 69.8%+29.1pp |
| Annual return | 15.72% | -13.81%+29.5pp | 27.45%-11.7pp | 1.58%+14.1pp |
| Employer contribution / active EE | $4,273 | $3,005+42.2% | $3,635+17.6% | $2,544+67.9% |
| Participant deferral / active EE | $0 | $3,693-100.0% | $4,728-100.0% | $4,237-100.0% |
| Admin fee / account holder | $1 | $625-99.8% | $6,410-100.0% | $593-99.8% |