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 | $31,483 | $50,199-37.3% | $70,092-55.1% | $66,914-53.0% |
| Participation rate | 100.0% | 66.3%+33.7pp | 70.5%+29.5pp | 69.8%+30.2pp |
| Annual return | -16.56% | -13.85%-2.7pp | 190.73%-207.3pp | 1.58%-18.1pp |
| Employer contribution / active EE | $1,887 | $1,864+1.2% | $2,559-26.3% | $2,544-25.8% |
| Participant deferral / active EE | $0 | $3,112-100.0% | $3,849-100.0% | $4,237-100.0% |
| Admin fee / account holder | $252 | $600-57.9% | $6,267-96.0% | $593-57.5% |