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 | $29,511 | $55,415-46.7% | $155,509-81.0% | $74,495-60.4% |
| Participation rate | 71.4% | 61.9%+9.5pp | 78.2%-6.8pp | 67.2%+4.2pp |
| Annual return | 16.18% | 268.50%-252.3pp | 64.67%-48.5pp | 1364.94%-1348.8pp |
| Employer contribution / active EE | $1,415 | $2,267-37.6% | $4,672-69.7% | $2,623-46.1% |
| Participant deferral / active EE | $2,492 | $2,836-12.1% | $5,626-55.7% | $4,346-42.6% |
| Admin fee / account holder | $3 | $1,738-99.9% | $15,912-100.0% | $1,942-99.9% |