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 | $51,305 | $101,317-49.4% | $146,958-65.1% | $74,495-31.1% |
| Participation rate | 79.3% | 75.5%+3.8pp | 82.2%-2.8pp | 67.2%+12.1pp |
| Annual return | 18.84% | 8730.91%-8712.1pp | 418.34%-399.5pp | 1364.94%-1346.1pp |
| Employer contribution / active EE | $3,219 | $3,810-15.5% | $4,933-34.7% | $2,623+22.7% |
| Participant deferral / active EE | $4,683 | $7,303-35.9% | $8,070-42.0% | $4,346+7.8% |
| Admin fee / account holder | $285 | $1,739-83.6% | $12,998-97.8% | $1,942-85.3% |