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 | $74,517 | $65,322+14.1% | $70,449+5.8% | $73,488+1.4% |
| Participation rate | 96.7% | 77.0%+19.7pp | 75.1%+21.6pp | 70.7%+26.0pp |
| Annual return | 14.64% | 15.71%-1.1pp | 109.03%-94.4pp | 28.51%-13.9pp |
| Employer contribution / active EE | $1,838 | $2,460-25.3% | $2,737-32.8% | $2,270-19.1% |
| Participant deferral / active EE | $2,577 | $3,375-23.6% | $3,709-30.5% | $3,740-31.1% |
| Admin fee / account holder | $0 | $214-100.0% | $3,845-100.0% | $513-100.0% |