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 | $82,552 | $79,428+3.9% | $106,548-22.5% | $79,386+4.0% |
| Participation rate | 99.4% | 74.1%+25.3pp | 76.1%+23.3pp | 70.7%+28.7pp |
| Annual return | 25.55% | 18.27%+7.3pp | 26.80%-1.3pp | 116.85%-91.3pp |
| Employer contribution / active EE | $10,391 | $2,234+365.1% | $2,819+268.6% | $2,427+328.0% |
| Participant deferral / active EE | $0 | $3,823-100.0% | $4,398-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $523-100.0% | $7,407-100.0% | $626-100.0% |