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 8-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 | $93,201 | $136,307-31.6% | $177,821-47.6% | $73,488+26.8% |
| Participation rate | 93.1% | 86.1%+7.0pp | 87.7%+5.4pp | 70.7%+22.4pp |
| Annual return | 13.70% | 18.68%-5.0pp | 48.32%-34.6pp | 28.51%-14.8pp |
| Employer contribution / active EE | $2,182 | $3,712-41.2% | $5,918-63.1% | $2,270-3.9% |
| Participant deferral / active EE | $7,036 | $5,829+20.7% | $7,714-8.8% | $3,740+88.2% |
| Admin fee / account holder | $3 | $596-99.5% | $12,427-100.0% | $513-99.4% |