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 | $56,748 | $60,165-5.7% | $74,183-23.5% | $55,167+2.9% |
| Participation rate | 71.5% | 74.2%-2.7pp | 76.6%-5.1pp | 69.0%+2.5pp |
| Annual return | 6.92% | 10.00%-3.1pp | 17.74%-10.8pp | 169.23%-162.3pp |
| Employer contribution / active EE | $665 | $1,600-58.4% | $2,370-71.9% | $1,963-66.1% |
| Participant deferral / active EE | $2,774 | $2,973-6.7% | $3,550-21.9% | $3,054-9.2% |
| Admin fee / account holder | $26 | $419-93.8% | $5,586-99.5% | $504-94.8% |