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 | $12,376 | $73,867-83.2% | $143,757-91.4% | $68,494-81.9% |
| Participation rate | 86.5% | 66.7%+19.9pp | 80.3%+6.2pp | 67.9%+18.6pp |
| Annual return | -11.23% | 1.01%-12.2pp | -0.04%-11.2pp | -7.84%-3.4pp |
| Employer contribution / active EE | $896 | $3,184-71.8% | $4,951-81.9% | $2,596-65.5% |
| Participant deferral / active EE | $1,916 | $3,384-43.4% | $5,637-66.0% | $4,027-52.4% |
| Admin fee / account holder | $5 | $5,755-99.9% | $14,673-100.0% | $5,403-99.9% |