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 | $45,119 | $106,236-57.5% | $112,228-59.8% | $64,808-30.4% |
| Participation rate | 97.8% | 71.7%+26.1pp | 75.1%+22.7pp | 71.5%+26.3pp |
| Annual return | 2.16% | -6.02%+8.2pp | 27.45%-25.3pp | 32.82%-30.7pp |
| Employer contribution / active EE | $5,170 | $3,166+63.3% | $3,635+42.2% | $2,506+106.3% |
| Participant deferral / active EE | $0 | $3,785-100.0% | $4,728-100.0% | $4,310-100.0% |
| Admin fee / account holder | $1 | $452-99.7% | $6,410-100.0% | $188-99.3% |