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 | $52,043 | $82,202-36.7% | $125,339-58.5% | $64,808-19.7% |
| Participation rate | 98.1% | 77.9%+20.2pp | 82.4%+15.7pp | 71.5%+26.6pp |
| Annual return | 9.88% | 3.48%+6.4pp | 572.05%-562.2pp | 32.82%-22.9pp |
| Employer contribution / active EE | $3,428 | $3,615-5.2% | $4,814-28.8% | $2,506+36.8% |
| Participant deferral / active EE | $0 | $7,175-100.0% | $7,446-100.0% | $4,310-100.0% |
| Admin fee / account holder | $0 | $163-100.0% | $10,010-100.0% | $188-100.0% |