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.
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
See 1 reportable transaction with Solo.
Solo shows the counterparty names, addresses and amounts for each reportable transaction. $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 | $60,623 | $86,929-30.3% | $102,423-40.8% | $80,856-25.0% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 14.57% | 18.88%-4.3pp | 29.32%-14.8pp | 35.59%-21.0pp |
| Employer contribution / active EE | $1,926 | $2,369-18.7% | $3,023-36.3% | $2,755-30.1% |
| Participant deferral / active EE | $2,914 | $4,118-29.2% | $5,053-42.3% | $4,296-32.2% |
| Admin fee / account holder | $39 | $8,049-99.5% | $9,451-99.6% | $6,918-99.4% |