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 | $95,887 | $60,989+57.2% | $60,874+57.5% | $66,914+43.3% |
| Participation rate | 97.8% | 74.5%+23.3pp | 73.1%+24.7pp | 69.8%+28.0pp |
| Annual return | -12.13% | -9.60%-2.5pp | 16.90%-29.0pp | 1.58%-13.7pp |
| Employer contribution / active EE | $10,417 | $2,661+291.5% | $2,701+285.6% | $2,544+309.5% |
| Participant deferral / active EE | $5,011 | $3,615+38.6% | $3,817+31.3% | $4,237+18.3% |
| Admin fee / account holder | $5 | $338-98.4% | $3,224-99.8% | $593-99.1% |