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 | $64,913 | $91,407-29.0% | $135,903-52.2% | $71,457-9.2% |
| Participation rate | 78.5% | 75.7%+2.9pp | 81.9%-3.4pp | 67.9%+10.6pp |
| Annual return | 20.52% | 29.90%-9.4pp | 68.23%-47.7pp | 28.85%-8.3pp |
| Employer contribution / active EE | $1,341 | $3,703-63.8% | $4,856-72.4% | $2,588-48.2% |
| Participant deferral / active EE | $4,199 | $7,092-40.8% | $7,758-45.9% | $4,289-2.1% |
| Admin fee / account holder | $0 | $1,266-100.0% | $10,762-100.0% | $1,587-100.0% |