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 | $44,926 | $65,557-31.5% | $64,056-29.9% | $71,457-37.1% |
| Participation rate | 93.2% | 73.2%+20.1pp | 72.3%+20.9pp | 67.9%+25.3pp |
| Annual return | 12.89% | 18.94%-6.0pp | 33.69%-20.8pp | 28.85%-16.0pp |
| Employer contribution / active EE | $2,047 | $2,669-23.3% | $2,747-25.5% | $2,588-20.9% |
| Participant deferral / active EE | $2,042 | $3,626-43.7% | $3,880-47.4% | $4,289-52.4% |
| Admin fee / account holder | $34 | $616-94.5% | $3,068-98.9% | $1,587-97.9% |