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 9-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 | $79,445 | $106,236-25.2% | $112,228-29.2% | $64,808+22.6% |
| Participation rate | 97.7% | 71.7%+26.0pp | 75.1%+22.6pp | 71.5%+26.2pp |
| Annual return | 0.20% | -6.02%+6.2pp | 27.45%-27.3pp | 32.82%-32.6pp |
| Employer contribution / active EE | $15,255 | $3,166+381.8% | $3,635+319.7% | $2,506+508.8% |
| Participant deferral / active EE | $0 | $3,785-100.0% | $4,728-100.0% | $4,310-100.0% |
| Admin fee / account holder | $0 | $452-100.0% | $6,410-100.0% | $188-100.0% |