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 8-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 | $52,920 | $102,317-48.3% | $146,958-64.0% | $80,856-34.6% |
| Participation rate | 93.4% | 75.8%+17.6pp | 82.2%+11.3pp | 67.6%+25.8pp |
| Annual return | 16.31% | 134.76%-118.5pp | 418.34%-402.0pp | 35.59%-19.3pp |
| Employer contribution / active EE | $3,032 | $3,713-18.4% | $4,933-38.5% | $2,755+10.1% |
| Participant deferral / active EE | $7,227 | $6,644+8.8% | $8,070-10.4% | $4,296+68.2% |
| Admin fee / account holder | $50 | $7,941-99.4% | $12,998-99.6% | $6,918-99.3% |