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 | $41,397 | $46,292-10.6% | $143,757-71.2% | $64,808-36.1% |
| Participation rate | 75.1% | 64.2%+10.9pp | 80.3%-5.2pp | 71.5%+3.6pp |
| Annual return | 4.90% | -10.05%+14.9pp | -0.04%+4.9pp | 32.82%-27.9pp |
| Employer contribution / active EE | $556 | $1,910-70.9% | $4,951-88.8% | $2,506-77.8% |
| Participant deferral / active EE | $1,954 | $2,646-26.1% | $5,637-65.3% | $4,310-54.7% |
| Admin fee / account holder | $180 | $154+16.8% | $14,673-98.8% | $188-4.3% |