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 | $22,956 | $45,863-49.9% | $77,024-70.2% | $68,494-66.5% |
| Participation rate | 98.6% | 55.9%+42.7pp | 67.9%+30.7pp | 67.9%+30.7pp |
| Annual return | -19.01% | 1.72%-20.7pp | 42.32%-61.3pp | -7.84%-11.2pp |
| Employer contribution / active EE | $1,967 | $1,650+19.3% | $2,812-30.0% | $2,596-24.2% |
| Participant deferral / active EE | $2,794 | $2,962-5.7% | $4,426-36.9% | $4,027-30.6% |
| Admin fee / account holder | $41 | $3,041-98.6% | $5,425-99.2% | $5,403-99.2% |