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 | $24,107 | $89,355-73.0% | $141,162-82.9% | $72,985-67.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 25.51% | 111.85%-86.3pp | 71.39%-45.9pp | 81.00%-55.5pp |
| Employer contribution / active EE | $3,254 | $3,114+4.5% | $4,735-31.3% | $2,440+33.4% |
| Participant deferral / active EE | $5,277 | $5,418-2.6% | $6,709-21.3% | $3,607+46.3% |
| Admin fee / account holder | $8 | $5,958-99.9% | $10,261-99.9% | $5,124-99.8% |