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 9-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 | $123,387 | $50,175+145.9% | $99,443+24.1% | $65,185+89.3% |
| Participation rate | 98.1% | 68.4%+29.7pp | 73.8%+24.3pp | 70.2%+27.9pp |
| Annual return | 43.96% | 25.36%+18.6pp | 30.72%+13.2pp | 29.38%+14.6pp |
| Employer contribution / active EE | $548 | $1,496-63.4% | $2,540-78.4% | $2,177-74.8% |
| Participant deferral / active EE | $0 | $2,748-100.0% | $3,619-100.0% | $3,514-100.0% |
| Admin fee / account holder | $29 | $398-92.6% | $6,250-99.5% | $847-96.5% |