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 | $26,401 | $58,926-55.2% | $97,226-72.8% | $74,495-64.6% |
| Participation rate | 99.1% | 63.5%+35.6pp | 72.7%+26.4pp | 67.2%+31.9pp |
| Annual return | 14.22% | 16.04%-1.8pp | 75.13%-60.9pp | 1364.94%-1350.7pp |
| Employer contribution / active EE | $3,936 | $1,894+107.8% | $2,729+44.2% | $2,623+50.0% |
| Participant deferral / active EE | $3,201 | $3,664-12.6% | $4,264-24.9% | $4,346-26.3% |
| Admin fee / account holder | $4 | $1,974-99.8% | $5,654-99.9% | $1,942-99.8% |