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 | $54,681 | $96,018-43.1% | $65,493-16.5% | $85,563-36.1% |
| Participation rate | 71.4% | 74.8%-3.4pp | 73.1%-1.7pp | 66.0%+5.4pp |
| Annual return | 11.11% | 14.51%-3.4pp | 982.45%-971.3pp | 31.51%-20.4pp |
| Employer contribution / active EE | $1,595 | $3,235-50.7% | $2,574-38.0% | $2,654-39.9% |
| Participant deferral / active EE | $1,920 | $4,055-52.6% | $3,961-51.5% | $4,375-56.1% |
| Admin fee / account holder | $107 | $271-60.5% | $5,028-97.9% | $834-87.2% |