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 | $70,220 | $62,603+12.2% | $104,294-32.7% | $66,914+4.9% |
| Participation rate | 97.0% | 59.6%+37.4pp | 73.3%+23.8pp | 69.8%+27.2pp |
| Annual return | 34.50% | -14.70%+49.2pp | 24.61%+9.9pp | 1.58%+32.9pp |
| Employer contribution / active EE | $2,480 | $1,972+25.8% | $3,372-26.5% | $2,544-2.5% |
| Participant deferral / active EE | $0 | $2,853-100.0% | $4,625-100.0% | $4,237-100.0% |
| Admin fee / account holder | $0 | $656-100.0% | $7,339-100.0% | $593-100.0% |