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 | $96,107 | $130,194-26.2% | $169,993-43.5% | $71,457+34.5% |
| Participation rate | 87.3% | 86.1%+1.1pp | 87.0%+0.3pp | 67.9%+19.4pp |
| Annual return | 18.31% | 20.37%-2.1pp | 53.37%-35.1pp | 28.85%-10.5pp |
| Employer contribution / active EE | $1,957 | $4,381-55.3% | $6,785-71.2% | $2,588-24.4% |
| Participant deferral / active EE | $7,636 | $6,923+10.3% | $10,408-26.6% | $4,289+78.0% |
| Admin fee / account holder | $3 | $966-99.7% | $12,815-100.0% | $1,587-99.8% |