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 | $80,565 | $100,923-20.2% | $150,045-46.3% | $74,304+8.4% |
| Participation rate | 99.0% | 70.1%+28.9pp | 82.3%+16.7pp | 60.3%+38.7pp |
| Annual return | 15.56% | 51.77%-36.2pp | 62.55%-47.0pp | 29.43%-13.9pp |
| Employer contribution / active EE | $5,798 | $3,463+67.4% | $4,693+23.5% | $2,241+158.7% |
| Participant deferral / active EE | $5,291 | $6,709-21.1% | $7,997-33.8% | $3,767+40.5% |
| Admin fee / account holder | $24 | $2,767-99.1% | $13,435-99.8% | $2,969-99.2% |