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 | $51,018 | $68,346-25.4% | $94,646-46.1% | $75,163-32.1% |
| Participation rate | 87.4% | 76.1%+11.3pp | 80.8%+6.5pp | 67.2%+20.2pp |
| Annual return | 16.56% | 616.93%-600.4pp | 156.71%-140.1pp | 160.62%-144.1pp |
| Employer contribution / active EE | $1,477 | $2,701-45.3% | $3,672-59.8% | $2,670-44.7% |
| Participant deferral / active EE | $4,770 | $6,537-27.0% | $7,418-35.7% | $4,125+15.6% |
| Admin fee / account holder | $238 | $5,326-95.5% | $7,231-96.7% | $5,651-95.8% |