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 | $212,027 | $80,724+162.7% | $103,333+105.2% | $74,495+184.6% |
| Participation rate | 91.6% | 65.7%+25.9pp | 74.5%+17.1pp | 67.2%+24.4pp |
| Annual return | 15.80% | 27.56%-11.8pp | 24.88%-9.1pp | 1364.94%-1349.1pp |
| Employer contribution / active EE | $9,188 | $3,157+191.0% | $3,868+137.6% | $2,623+250.3% |
| Participant deferral / active EE | $0 | $3,860-100.0% | $5,057-100.0% | $4,346-100.0% |
| Admin fee / account holder | $3 | $2,368-99.9% | $8,355-100.0% | $1,942-99.8% |