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 | $51,776 | $86,655-40.3% | $119,609-56.7% | $66,914-22.6% |
| Participation rate | 98.8% | 75.6%+23.2pp | 79.3%+19.6pp | 69.8%+29.0pp |
| Annual return | 0.00% | -8.00%+8.0pp | -14.97%+15.0pp | 1.58%-1.6pp |
| Employer contribution / active EE | $26,513 | $2,536+945.5% | $4,232+526.5% | $2,544+942.1% |
| Participant deferral / active EE | $0 | $4,358-100.0% | $5,602-100.0% | $4,237-100.0% |
| Admin fee / account holder | $0 | $755-100.0% | $10,323-100.0% | $593-100.0% |