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 10-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 | $70,355 | $55,415+27.0% | $155,509-54.8% | $74,495-5.6% |
| Participation rate | 100.0% | 61.9%+38.1pp | 78.2%+21.8pp | 67.2%+32.8pp |
| Annual return | 13.77% | 268.50%-254.7pp | 64.67%-50.9pp | 1364.94%-1351.2pp |
| Employer contribution / active EE | $2,648 | $2,267+16.8% | $4,672-43.3% | $2,623+1.0% |
| Participant deferral / active EE | $5,222 | $2,836+84.1% | $5,626-7.2% | $4,346+20.2% |
| Admin fee / account holder | $72 | $1,738-95.8% | $15,912-99.5% | $1,942-96.3% |