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 | $152,721 | $94,833+61.0% | $75,696+101.8% | $86,799+75.9% |
| Participation rate | 97.1% | 79.1%+18.0pp | 74.8%+22.3pp | 72.3%+24.9pp |
| Annual return | 12.84% | 16.91%-4.1pp | 104.53%-91.7pp | 97.91%-85.1pp |
| Employer contribution / active EE | $4,332 | $2,904+49.2% | $2,743+58.0% | $2,405+80.1% |
| Participant deferral / active EE | $4,209 | $3,632+15.9% | $3,821+10.1% | $4,131+1.9% |
| Admin fee / account holder | $99 | $109-9.2% | $3,619-97.3% | $170-41.8% |