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 | $74,860 | $59,417+26.0% | $93,606-20.0% | $74,495+0.5% |
| Participation rate | 95.7% | 59.7%+36.0pp | 68.7%+27.0pp | 67.2%+28.5pp |
| Annual return | 28.56% | 81.83%-53.3pp | 133.20%-104.6pp | 1364.94%-1336.4pp |
| Employer contribution / active EE | $4,947 | $1,264+291.5% | $2,420+104.4% | $2,623+88.6% |
| Participant deferral / active EE | $0 | $3,050-100.0% | $4,411-100.0% | $4,346-100.0% |
| Admin fee / account holder | $4 | $3,021-99.9% | $8,285-100.0% | $1,942-99.8% |