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 | $47,449 | $82,978-42.8% | $129,995-63.5% | $71,457-33.6% |
| Participation rate | 99.2% | 74.1%+25.1pp | 78.5%+20.7pp | 67.9%+31.3pp |
| Annual return | 18.65% | 20.60%-2.0pp | -137.18%+155.8pp | 28.85%-10.2pp |
| Employer contribution / active EE | $1,091 | $2,622-58.4% | $4,320-74.8% | $2,588-57.9% |
| Participant deferral / active EE | $4,677 | $4,432+5.5% | $5,820-19.6% | $4,289+9.1% |
| Admin fee / account holder | $238 | $1,729-86.2% | $10,614-97.8% | $1,587-85.0% |