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 | $105,913 | $65,061+62.8% | $143,757-26.3% | $66,914+58.3% |
| Participation rate | 87.0% | 65.2%+21.8pp | 80.3%+6.7pp | 69.8%+17.2pp |
| Annual return | -16.80% | -11.14%-5.7pp | -0.04%-16.8pp | 1.58%-18.4pp |
| Employer contribution / active EE | $3,533 | $2,361+49.7% | $4,951-28.6% | $2,544+38.9% |
| Participant deferral / active EE | $7,254 | $2,919+148.5% | $5,637+28.7% | $4,237+71.2% |
| Admin fee / account holder | $32 | $502-93.6% | $14,673-99.8% | $593-94.6% |