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 | $46,970 | $61,272-23.3% | $149,673-68.6% | $71,457-34.3% |
| Participation rate | 95.6% | 62.5%+33.1pp | 78.8%+16.8pp | 67.9%+27.7pp |
| Annual return | 18.39% | 35.85%-17.5pp | 134.42%-116.0pp | 28.85%-10.5pp |
| Employer contribution / active EE | $2,762 | $2,378+16.1% | $4,818-42.7% | $2,588+6.7% |
| Participant deferral / active EE | $3,148 | $2,917+7.9% | $5,680-44.6% | $4,289-26.6% |
| Admin fee / account holder | $185 | $1,261-85.3% | $13,210-98.6% | $1,587-88.3% |