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 | $16,430 | $61,156-73.1% | $185,823-91.2% | $79,386-79.3% |
| Participation rate | 100.0% | 66.6%+33.4pp | 81.7%+18.3pp | 70.7%+29.3pp |
| Annual return | 13.32% | 19.45%-6.1pp | 122.05%-108.7pp | 116.85%-103.5pp |
| Employer contribution / active EE | $2,556 | $2,321+10.1% | $5,167-50.5% | $2,427+5.3% |
| Participant deferral / active EE | $2,120 | $2,789-24.0% | $5,568-61.9% | $4,046-47.6% |
| Admin fee / account holder | $11 | $710-98.4% | $16,237-99.9% | $626-98.2% |