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 | $43,975 | $88,730-50.4% | $82,313-46.6% | $77,958-43.6% |
| Participation rate | 98.0% | 84.5%+13.4pp | 76.9%+21.1pp | 71.6%+26.3pp |
| Annual return | 34.74% | 20.88%+13.9pp | 25.88%+8.9pp | 20.87%+13.9pp |
| Employer contribution / active EE | $2,413 | $2,758-12.5% | $2,428-0.6% | $2,310+4.5% |
| Participant deferral / active EE | $3,275 | $4,634-29.3% | $3,706-11.6% | $3,537-7.4% |
| Admin fee / account holder | $0 | $74-100.0% | $5,608-100.0% | $97-100.0% |