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 5-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 | $22,752 | $70,879-67.9% | $189,557-88.0% | $79,386-71.3% |
| Participation rate | 86.0% | 68.0%+18.1pp | 78.4%+7.6pp | 70.7%+15.3pp |
| Annual return | 17.76% | 20.70%-2.9pp | 64.17%-46.4pp | 116.85%-99.1pp |
| Employer contribution / active EE | $1,244 | $1,806-31.1% | $4,412-71.8% | $2,427-48.8% |
| Participant deferral / active EE | $3,337 | $4,081-18.2% | $6,174-46.0% | $4,046-17.5% |
| Admin fee / account holder | $139 | $647-78.5% | $9,807-98.6% | $626-77.8% |