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 | $85,374 | $59,186+44.2% | $76,768+11.2% | $56,287+51.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 77.0%+23.0pp | 69.9%+30.1pp |
| Annual return | 1562.53% | 6.62%+1555.9pp | 2.43%+1560.1pp | -9.96%+1572.5pp |
| Employer contribution / active EE | $23,451 | $1,759+1233.6% | $2,485+843.7% | $2,111+1010.9% |
| Participant deferral / active EE | $0 | $3,255-100.0% | $3,852-100.0% | $3,350-100.0% |
| Admin fee / account holder | $12 | $489-97.6% | $6,675-99.8% | $521-97.8% |