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 | $65,501 | $63,114+3.8% | $92,893-29.5% | $65,185+0.5% |
| Participation rate | 99.4% | 68.8%+30.6pp | 76.0%+23.4pp | 70.2%+29.2pp |
| Annual return | 25.44% | 28.75%-3.3pp | 109.41%-84.0pp | 29.38%-3.9pp |
| Employer contribution / active EE | $4,939 | $2,571+92.1% | $3,653+35.2% | $2,177+126.9% |
| Participant deferral / active EE | $0 | $3,108-100.0% | $4,236-100.0% | $3,514-100.0% |
| Admin fee / account holder | $4 | $624-99.4% | $5,794-99.9% | $847-99.6% |