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 | $103,491 | $58,726+76.2% | $92,233+12.2% | $62,292+66.1% |
| Participation rate | 97.9% | 68.3%+29.6pp | 76.5%+21.4pp | 69.5%+28.4pp |
| Annual return | 411.59% | 43.62%+368.0pp | 176.28%+235.3pp | 28.90%+382.7pp |
| Employer contribution / active EE | $17,032 | $2,392+612.1% | $3,679+362.9% | $2,042+734.0% |
| Participant deferral / active EE | $0 | $2,766-100.0% | $3,897-100.0% | $3,169-100.0% |
| Admin fee / account holder | $0 | $556-100.0% | $5,194-100.0% | $479-100.0% |