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 | $215,985 | $41,078+425.8% | $80,569+168.1% | $71,457+202.3% |
| Participation rate | 100.0% | 50.2%+49.8pp | 67.0%+33.0pp | 67.9%+32.1pp |
| Annual return | 18.32% | 38.45%-20.1pp | 935.43%-917.1pp | 28.85%-10.5pp |
| Employer contribution / active EE | $9,810 | $1,506+551.6% | $2,723+260.2% | $2,588+279.1% |
| Participant deferral / active EE | $0 | $2,699-100.0% | $4,447-100.0% | $4,289-100.0% |
| Admin fee / account holder | $0 | $1,840-100.0% | $5,377-100.0% | $1,587-100.0% |