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 7-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 | $193,069 | $107,846+79.0% | $119,609+61.4% | - |
| Participation rate | 97.2% | 78.0%+19.2pp | 79.3%+17.9pp | - |
| Annual return | 17.68% | -15.20%+32.9pp | -14.97%+32.6pp | - |
| Employer contribution / active EE | $15,885 | $2,838+459.8% | $4,232+275.4% | - |
| Participant deferral / active EE | $0 | $4,531-100.0% | $5,602-100.0% | - |
| Admin fee / account holder | $4 | $73,538-100.0% | $10,323-100.0% | - |