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 | $180,591 | $55,214+227.1% | $104,607+72.6% | $73,488+145.7% |
| Participation rate | 98.1% | 67.8%+30.3pp | 74.1%+24.1pp | 70.7%+27.5pp |
| Annual return | 49.71% | 24.79%+24.9pp | 340.46%-290.8pp | 28.51%+21.2pp |
| Employer contribution / active EE | $542 | $1,468-63.1% | $2,681-79.8% | $2,270-76.1% |
| Participant deferral / active EE | $0 | $2,925-100.0% | $3,740-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $424-100.0% | $6,473-100.0% | $513-100.0% |