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 10-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 | $38,858 | $84,487-54.0% | $125,339-69.0% | $66,914-41.9% |
| Participation rate | 100.0% | 76.4%+23.6pp | 82.4%+17.6pp | 69.8%+30.2pp |
| Annual return | -4.58% | -8.39%+3.8pp | 572.05%-576.6pp | 1.58%-6.2pp |
| Employer contribution / active EE | $2,926 | $3,553-17.7% | $4,814-39.2% | $2,544+15.0% |
| Participant deferral / active EE | $0 | $6,781-100.0% | $7,446-100.0% | $4,237-100.0% |
| Admin fee / account holder | $23 | $685-96.7% | $10,010-99.8% | $593-96.2% |