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 | $24,602 | $51,197-51.9% | $82,719-70.3% | $66,914-63.2% |
| Participation rate | 85.2% | 67.8%+17.4pp | 72.6%+12.6pp | 69.8%+15.4pp |
| Annual return | -17.05% | -9.64%-7.4pp | 701.18%-718.2pp | 1.58%-18.6pp |
| Employer contribution / active EE | $2,371 | $2,611-9.2% | $3,009-21.2% | $2,544-6.8% |
| Participant deferral / active EE | $3,939 | $3,458+13.9% | $4,395-10.4% | $4,237-7.0% |
| Admin fee / account holder | $0 | $416-99.9% | $5,329-100.0% | $593-100.0% |