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 | $65,369 | $64,909+0.7% | $82,313-20.6% | $62,292+4.9% |
| Participation rate | 71.9% | 74.9%-3.0pp | 76.9%-5.0pp | 69.5%+2.4pp |
| Annual return | 18.72% | 21.18%-2.5pp | 25.88%-7.2pp | 28.90%-10.2pp |
| Employer contribution / active EE | $686 | $1,676-59.0% | $2,428-71.7% | $2,042-66.4% |
| Participant deferral / active EE | $2,875 | $3,103-7.3% | $3,706-22.4% | $3,169-9.3% |
| Admin fee / account holder | $25 | $440-94.2% | $5,608-99.5% | $479-94.7% |