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 8-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 | $118,442 | $82,917+42.8% | $103,333+14.6% | $77,643+52.5% |
| Participation rate | 99.2% | 71.6%+27.6pp | 74.5%+24.7pp | 70.6%+28.6pp |
| Annual return | 38.33% | 19.13%+19.2pp | 24.88%+13.5pp | 31.24%+7.1pp |
| Employer contribution / active EE | $918 | $3,552-74.1% | $3,868-76.3% | $2,726-66.3% |
| Participant deferral / active EE | $0 | $4,108-100.0% | $5,057-100.0% | $4,647-100.0% |
| Admin fee / account holder | $0 | $638-100.0% | $8,355-100.0% | $430-100.0% |