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 | $15,575 | $46,292-66.4% | $143,757-89.2% | $64,808-76.0% |
| Participation rate | 94.1% | 64.2%+29.9pp | 80.3%+13.8pp | 71.5%+22.6pp |
| Annual return | -7.80% | -10.05%+2.2pp | -0.04%-7.8pp | 32.82%-40.6pp |
| Employer contribution / active EE | $0 | $1,910-100.0% | $4,951-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $1,892 | $2,646-28.5% | $5,637-66.4% | $4,310-56.1% |
| Admin fee / account holder | $1 | $154-99.2% | $14,673-100.0% | $188-99.4% |