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 | $58,460 | $71,802-18.6% | $133,980-56.4% | $57,658+1.4% |
| Participation rate | 99.3% | 85.5%+13.8pp | 87.1%+12.2pp | 70.2%+29.1pp |
| Annual return | 51.47% | 13.51%+38.0pp | 29.30%+22.2pp | 5.13%+46.3pp |
| Employer contribution / active EE | $1,770 | $3,161-44.0% | $5,211-66.0% | $1,974-10.3% |
| Participant deferral / active EE | $0 | $4,606-100.0% | $6,282-100.0% | $3,061-100.0% |
| Admin fee / account holder | $0 | $88-100.0% | $9,324-100.0% | $95-100.0% |