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 | $43,370 | $92,971-53.4% | $96,683-55.1% | $74,419-41.7% |
| Participation rate | 99.8% | 71.5%+28.2pp | 74.3%+25.4pp | 70.7%+29.0pp |
| Annual return | 22.64% | 37.49%-14.8pp | 35.69%-13.1pp | 34.38%-11.7pp |
| Employer contribution / active EE | $3,511 | $3,426+2.5% | $3,737-6.0% | $2,637+33.1% |
| Participant deferral / active EE | $0 | $3,970-100.0% | $4,878-100.0% | $4,528-100.0% |
| Admin fee / account holder | $9 | $633-98.6% | $6,730-99.9% | $348-97.4% |