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 | $141,887 | $80,724+75.8% | $103,333+37.3% | $74,495+90.5% |
| Participation rate | 96.3% | 65.7%+30.7pp | 74.5%+21.8pp | 67.2%+29.1pp |
| Annual return | 29.30% | 27.56%+1.7pp | 24.88%+4.4pp | 1364.94%-1335.6pp |
| Employer contribution / active EE | $14,722 | $3,157+366.3% | $3,868+280.6% | $2,623+461.2% |
| Participant deferral / active EE | $0 | $3,860-100.0% | $5,057-100.0% | $4,346-100.0% |
| Admin fee / account holder | $0 | $2,368-100.0% | $8,355-100.0% | $1,942-100.0% |