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 | $30,395 | $84,487-64.0% | $125,339-75.7% | $66,914-54.6% |
| Participation rate | 70.8% | 76.4%-5.6pp | 82.4%-11.6pp | 69.8%+1.0pp |
| Annual return | -0.13% | -8.39%+8.3pp | 572.05%-572.2pp | 1.58%-1.7pp |
| Employer contribution / active EE | $11,899 | $3,553+234.9% | $4,814+147.2% | $2,544+367.7% |
| Participant deferral / active EE | $0 | $6,781-100.0% | $7,446-100.0% | $4,237-100.0% |
| Admin fee / account holder | $0 | $685-100.0% | $10,010-100.0% | $593-100.0% |