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 5-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 | $58,907 | $100,227-41.2% | $169,993-65.3% | $74,419-20.8% |
| Participation rate | 73.3% | 87.3%-14.1pp | 87.0%-13.7pp | 70.7%+2.5pp |
| Annual return | 20.62% | 66.08%-45.5pp | 53.37%-32.8pp | 34.38%-13.8pp |
| Employer contribution / active EE | $3,264 | $4,263-23.4% | $6,785-51.9% | $2,637+23.8% |
| Participant deferral / active EE | $5,340 | $7,143-25.2% | $10,408-48.7% | $4,528+17.9% |
| Admin fee / account holder | $19 | $234-92.0% | $12,815-99.9% | $348-94.6% |