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 7-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 | $15,439 | $42,894-64.0% | $60,874-74.6% | $68,494-77.5% |
| Participation rate | 97.6% | 66.8%+30.8pp | 73.1%+24.5pp | 67.9%+29.7pp |
| Annual return | -17.48% | -13.98%-3.5pp | 16.90%-34.4pp | -7.84%-9.6pp |
| Employer contribution / active EE | $1,354 | $1,978-31.5% | $2,701-49.9% | $2,596-47.8% |
| Participant deferral / active EE | $0 | $2,867-100.0% | $3,817-100.0% | $4,027-100.0% |
| Admin fee / account holder | $0 | $3,101-100.0% | $3,224-100.0% | $5,403-100.0% |