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 | $83,564 | $55,449+50.7% | $83,848-0.3% | $56,287+48.5% |
| Participation rate | 97.5% | 68.0%+29.5pp | 76.1%+21.3pp | 69.9%+27.6pp |
| Annual return | 4.04% | -1.38%+5.4pp | 850.88%-846.8pp | -9.96%+14.0pp |
| Employer contribution / active EE | $4,222 | $2,430+73.7% | $3,631+16.3% | $2,111+100.0% |
| Participant deferral / active EE | $0 | $2,935-100.0% | $4,082-100.0% | $3,350-100.0% |
| Admin fee / account holder | $10 | $656-98.4% | $5,478-99.8% | $521-98.0% |