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 | $177,146 | $63,114+180.7% | $92,893+90.7% | $65,185+171.8% |
| Participation rate | 97.3% | 68.8%+28.5pp | 76.0%+21.3pp | 70.2%+27.1pp |
| Annual return | 21.73% | 28.75%-7.0pp | 109.41%-87.7pp | 29.38%-7.7pp |
| Employer contribution / active EE | $19,401 | $2,571+654.7% | $3,653+431.1% | $2,177+791.3% |
| Participant deferral / active EE | $0 | $3,108-100.0% | $4,236-100.0% | $3,514-100.0% |
| Admin fee / account holder | $1 | $624-99.8% | $5,794-100.0% | $847-99.8% |