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 | $64,677 | $48,230+34.1% | $67,502-4.2% | $80,856-20.0% |
| Participation rate | 94.5% | 66.4%+28.1pp | 72.9%+21.6pp | 67.6%+26.9pp |
| Annual return | 15.38% | 18.28%-2.9pp | 3512.12%-3496.7pp | 35.59%-20.2pp |
| Employer contribution / active EE | $3,218 | $2,020+59.3% | $2,731+17.8% | $2,755+16.8% |
| Participant deferral / active EE | $5,753 | $2,924+96.8% | $4,000+43.8% | $4,296+33.9% |
| Admin fee / account holder | $0 | $3,681-100.0% | $3,998-100.0% | $6,918-100.0% |