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 4-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 | $50,613 | $58,926-14.1% | $97,226-47.9% | $74,495-32.1% |
| Participation rate | 76.3% | 63.5%+12.8pp | 72.7%+3.6pp | 67.2%+9.1pp |
| Annual return | 14.54% | 16.04%-1.5pp | 75.13%-60.6pp | 1364.94%-1350.4pp |
| Employer contribution / active EE | $2,191 | $1,894+15.7% | $2,729-19.7% | $2,623-16.5% |
| Participant deferral / active EE | $3,957 | $3,664+8.0% | $4,264-7.2% | $4,346-8.9% |
| Admin fee / account holder | $216 | $1,974-89.1% | $5,654-96.2% | $1,942-88.9% |