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 | $70,608 | $121,341-41.8% | $189,513-62.7% | $79,386-11.1% |
| Participation rate | 94.1% | 86.1%+8.0pp | 87.8%+6.3pp | 70.7%+23.4pp |
| Annual return | 15.43% | 21.08%-5.7pp | 555.15%-539.7pp | 116.85%-101.4pp |
| Employer contribution / active EE | $4,758 | $3,915+21.5% | $6,162-22.8% | $2,427+96.0% |
| Participant deferral / active EE | $7,450 | $6,395+16.5% | $8,221-9.4% | $4,046+84.1% |
| Admin fee / account holder | $1 | $651-99.8% | $12,045-100.0% | $626-99.8% |