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 | $81,152 | $73,638+10.2% | $95,952-15.4% | $73,488+10.4% |
| Participation rate | 71.6% | 76.2%-4.6pp | 77.1%-5.5pp | 70.7%+0.9pp |
| Annual return | 17.82% | 16.78%+1.0pp | 91.61%-73.8pp | 28.51%-10.7pp |
| Employer contribution / active EE | $817 | $1,863-56.1% | $2,541-67.8% | $2,270-64.0% |
| Participant deferral / active EE | $3,400 | $3,617-6.0% | $4,167-18.4% | $3,740-9.1% |
| Admin fee / account holder | $25 | $482-94.8% | $6,795-99.6% | $513-95.2% |