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 | $60,530 | $82,917-27.0% | $103,333-41.4% | $77,643-22.0% |
| Participation rate | 99.1% | 71.6%+27.6pp | 74.5%+24.6pp | 70.6%+28.6pp |
| Annual return | 12.50% | 19.13%-6.6pp | 24.88%-12.4pp | 31.24%-18.7pp |
| Employer contribution / active EE | $11,968 | $3,552+237.0% | $3,868+209.4% | $2,726+339.1% |
| Participant deferral / active EE | $0 | $4,108-100.0% | $5,057-100.0% | $4,647-100.0% |
| Admin fee / account holder | $1 | $638-99.9% | $8,355-100.0% | $430-99.8% |