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 | $120,474 | $59,186+103.6% | $76,768+56.9% | $56,287+114.0% |
| Participation rate | 97.3% | 75.2%+22.1pp | 77.0%+20.3pp | 69.9%+27.4pp |
| Annual return | 5.42% | 6.62%-1.2pp | 2.43%+3.0pp | -9.96%+15.4pp |
| Employer contribution / active EE | $4,212 | $1,759+139.5% | $2,485+69.5% | $2,111+99.5% |
| Participant deferral / active EE | $0 | $3,255-100.0% | $3,852-100.0% | $3,350-100.0% |
| Admin fee / account holder | $0 | $489-100.0% | $6,675-100.0% | $521-100.0% |