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 | $90,267 | $137,414-34.3% | $189,513-52.4% | $85,850+5.1% |
| Participation rate | 96.3% | 84.6%+11.7pp | 87.8%+8.5pp | 69.3%+27.0pp |
| Annual return | 14.28% | 38.14%-23.9pp | 555.15%-540.9pp | 318.53%-304.3pp |
| Employer contribution / active EE | $1,718 | $4,344-60.4% | $6,162-72.1% | $2,565-33.0% |
| Participant deferral / active EE | $4,795 | $6,260-23.4% | $8,221-41.7% | $3,952+21.3% |
| Admin fee / account holder | $5 | $8,630-99.9% | $12,045-100.0% | $6,260-99.9% |