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 6-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 | $177,869 | $46,292+284.2% | $143,757+23.7% | $64,808+174.5% |
| Participation rate | 86.8% | 64.2%+22.6pp | 80.3%+6.5pp | 71.5%+15.3pp |
| Annual return | -0.87% | -10.05%+9.2pp | -0.04%-0.8pp | 32.82%-33.7pp |
| Employer contribution / active EE | $5,583 | $1,910+192.3% | $4,951+12.8% | $2,506+122.8% |
| Participant deferral / active EE | $0 | $2,646-100.0% | $5,637-100.0% | $4,310-100.0% |
| Admin fee / account holder | $0 | $154-100.0% | $14,673-100.0% | $188-100.0% |