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 | $69,235 | $44,960+54.0% | $84,966-18.5% | $74,495-7.1% |
| Participation rate | 100.0% | 49.4%+50.6pp | 67.5%+32.5pp | 67.2%+32.8pp |
| Annual return | 16.20% | 26.24%-10.0pp | 66.38%-50.2pp | 1364.94%-1348.7pp |
| Employer contribution / active EE | $4,199 | $1,457+188.1% | $2,727+54.0% | $2,623+60.1% |
| Participant deferral / active EE | $0 | $2,731-100.0% | $4,519-100.0% | $4,346-100.0% |
| Admin fee / account holder | $10 | $2,209-99.5% | $6,149-99.8% | $1,942-99.5% |