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 | $40,606 | $60,989-33.4% | $60,874-33.3% | $66,914-39.3% |
| Participation rate | 85.6% | 74.5%+11.1pp | 73.1%+12.5pp | 69.8%+15.8pp |
| Annual return | -11.34% | -9.60%-1.7pp | 16.90%-28.2pp | 1.58%-12.9pp |
| Employer contribution / active EE | $1,523 | $2,661-42.8% | $2,701-43.6% | $2,544-40.1% |
| Participant deferral / active EE | $1,573 | $3,615-56.5% | $3,817-58.8% | $4,237-62.9% |
| Admin fee / account holder | $34 | $338-89.9% | $3,224-98.9% | $593-94.2% |