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 9-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 | $30,830 | $55,371-44.3% | $95,585-67.7% | $74,304-58.5% |
| Participation rate | 97.9% | 53.8%+44.1pp | 72.1%+25.8pp | 60.3%+37.5pp |
| Annual return | 74.39% | 24.26%+50.1pp | 38.56%+35.8pp | 29.43%+45.0pp |
| Employer contribution / active EE | $527 | $1,437-63.4% | $2,527-79.2% | $2,241-76.5% |
| Participant deferral / active EE | $0 | $2,955-100.0% | $4,023-100.0% | $3,767-100.0% |
| Admin fee / account holder | $0 | $2,620-100.0% | $6,127-100.0% | $2,969-100.0% |