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 | $76,028 | $57,831+31.5% | $82,389-7.7% | $85,563-11.1% |
| Participation rate | 95.2% | 55.0%+40.2pp | 69.5%+25.6pp | 66.0%+29.2pp |
| Annual return | 37.01% | 17.86%+19.1pp | 28.67%+8.3pp | 31.51%+5.5pp |
| Employer contribution / active EE | $1,771 | $1,643+7.8% | $2,517-29.6% | $2,654-33.3% |
| Participant deferral / active EE | $0 | $3,118-100.0% | $4,155-100.0% | $4,375-100.0% |
| Admin fee / account holder | $0 | $1,391-100.0% | $7,231-100.0% | $834-100.0% |