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 | $43,468 | $75,183-42.2% | $123,892-64.9% | $55,167-21.2% |
| Participation rate | 90.1% | 72.8%+17.3pp | 81.4%+8.7pp | 69.0%+21.1pp |
| Annual return | 6.89% | 19.01%-12.1pp | 47.52%-40.6pp | 169.23%-162.3pp |
| Employer contribution / active EE | $1,413 | $2,823-50.0% | $4,617-69.4% | $1,963-28.0% |
| Participant deferral / active EE | $3,913 | $5,084-23.0% | $5,984-34.6% | $3,054+28.1% |
| Admin fee / account holder | $10 | $663-98.6% | $8,357-99.9% | $504-98.1% |