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 | $44,559 | $87,013-48.8% | $106,213-58.0% | $80,856-44.9% |
| Participation rate | 85.6% | 70.4%+15.1pp | 75.3%+10.3pp | 67.6%+17.9pp |
| Annual return | 14.08% | 17.05%-3.0pp | 116.14%-102.1pp | 35.59%-21.5pp |
| Employer contribution / active EE | $2,669 | $2,395+11.4% | $3,171-15.8% | $2,755-3.1% |
| Participant deferral / active EE | $3,519 | $3,986-11.7% | $5,016-29.8% | $4,296-18.1% |
| Admin fee / account holder | $21 | $8,431-99.7% | $11,033-99.8% | $6,918-99.7% |