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 | $41,846 | $70,667-40.8% | $123,104-66.0% | $52,331-20.0% |
| Participation rate | 99.6% | 83.7%+15.9pp | 86.8%+12.8pp | 68.1%+31.5pp |
| Annual return | 21.74% | 6.23%+15.5pp | 13.22%+8.5pp | 4.54%+17.2pp |
| Employer contribution / active EE | $1,716 | $2,946-41.8% | $5,151-66.7% | $1,882-8.8% |
| Participant deferral / active EE | $0 | $4,493-100.0% | $6,230-100.0% | $3,022-100.0% |
| Admin fee / account holder | $0 | $506-100.0% | $9,015-100.0% | $592-100.0% |