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 3-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 | $52,821 | $92,055-42.6% | $106,213-50.3% | $77,643-32.0% |
| Participation rate | 100.0% | 81.0%+19.0pp | 75.3%+24.7pp | 70.6%+29.4pp |
| Annual return | 13.86% | 17.91%-4.0pp | 116.14%-102.3pp | 31.24%-17.4pp |
| Employer contribution / active EE | $7,262 | $3,367+115.7% | $3,171+129.0% | $2,726+166.4% |
| Participant deferral / active EE | $5,676 | $5,386+5.4% | $5,016+13.2% | $4,647+22.1% |
| Admin fee / account holder | $7 | $219-96.6% | $11,033-99.9% | $430-98.3% |