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 | $25,421 | $46,292-45.1% | $143,757-82.3% | $64,808-60.8% |
| Participation rate | 100.0% | 64.2%+35.8pp | 80.3%+19.7pp | 71.5%+28.5pp |
| Annual return | -7.46% | -10.05%+2.6pp | -0.04%-7.4pp | 32.82%-40.3pp |
| Employer contribution / active EE | $2,107 | $1,910+10.3% | $4,951-57.4% | $2,506-15.9% |
| Participant deferral / active EE | $0 | $2,646-100.0% | $5,637-100.0% | $4,310-100.0% |
| Admin fee / account holder | $0 | $154-99.7% | $14,673-100.0% | $188-99.8% |