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 | $95,749 | $44,764+113.9% | $68,791+39.2% | $64,808+47.7% |
| Participation rate | 97.8% | 64.8%+33.1pp | 69.0%+28.8pp | 71.5%+26.4pp |
| Annual return | 6.15% | -10.91%+17.1pp | -6.38%+12.5pp | 32.82%-26.7pp |
| Employer contribution / active EE | $2,123 | $1,775+19.6% | $2,655-20.1% | $2,506-15.3% |
| Participant deferral / active EE | $0 | $3,238-100.0% | $3,941-100.0% | $4,310-100.0% |
| Admin fee / account holder | $0 | $151-100.0% | $4,932-100.0% | $188-100.0% |