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 | $13,535 | $65,061-79.2% | $143,757-90.6% | $66,914-79.8% |
| Participation rate | 100.0% | 65.2%+34.8pp | 80.3%+19.7pp | 69.8%+30.2pp |
| Annual return | -11.09% | -11.14%0pp | -0.04%-11.1pp | 1.58%-12.7pp |
| Employer contribution / active EE | $701 | $2,361-70.3% | $4,951-85.8% | $2,544-72.4% |
| Participant deferral / active EE | $0 | $2,919-100.0% | $5,637-100.0% | $4,237-100.0% |
| Admin fee / account holder | $0 | $502-99.9% | $14,673-100.0% | $593-100.0% |