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 | $60,200 | $87,733-31.4% | $106,548-43.5% | $85,850-29.9% |
| Participation rate | 100.0% | 71.9%+28.1pp | 76.1%+23.9pp | 69.3%+30.7pp |
| Annual return | 11.72% | 21.86%-10.1pp | 26.80%-15.1pp | 318.53%-306.8pp |
| Employer contribution / active EE | $2,765 | $2,073+33.4% | $2,819-1.9% | $2,565+7.8% |
| Participant deferral / active EE | $5,727 | $3,469+65.1% | $4,398+30.2% | $3,952+44.9% |
| Admin fee / account holder | $15 | $6,767-99.8% | $7,407-99.8% | $6,260-99.8% |