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 | $29,689 | $66,302-55.2% | $110,238-73.1% | $56,287-47.3% |
| Participation rate | 100.0% | 74.9%+25.1pp | 79.8%+20.2pp | 69.9%+30.1pp |
| Annual return | -6.32% | -1.18%-5.1pp | 314.74%-321.1pp | -9.96%+3.6pp |
| Employer contribution / active EE | $816 | $2,047-60.1% | $3,826-78.7% | $2,111-61.3% |
| Participant deferral / active EE | $3,994 | $3,381+18.1% | $4,672-14.5% | $3,350+19.2% |
| Admin fee / account holder | $178 | $698-74.5% | $8,547-97.9% | $521-65.8% |