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 8-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 | $41,116 | $117,025-64.9% | $91,541-55.1% | $85,563-51.9% |
| Participation rate | 92.5% | 64.2%+28.3pp | 69.8%+22.8pp | 66.0%+26.6pp |
| Annual return | 14.96% | 18.02%-3.1pp | 20.50%-5.5pp | 31.51%-16.5pp |
| Employer contribution / active EE | $3,195 | $2,120+50.7% | $2,505+27.6% | $2,654+20.4% |
| Participant deferral / active EE | $3,661 | $3,446+6.2% | $4,008-8.7% | $4,375-16.3% |
| Admin fee / account holder | $16 | $1,242-98.7% | $6,956-99.8% | $834-98.0% |