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 | $185,531 | $88,480+109.7% | $96,683+91.9% | $80,160+131.5% |
| Participation rate | 97.9% | 79.9%+18.0pp | 74.3%+23.5pp | 72.9%+25.0pp |
| Annual return | 53.76% | 22.53%+31.2pp | 35.69%+18.1pp | 40.38%+13.4pp |
| Employer contribution / active EE | $15,314 | $4,176+266.7% | $3,737+309.8% | $2,978+414.3% |
| Participant deferral / active EE | $0 | $3,959-100.0% | $4,878-100.0% | $5,017-100.0% |
| Admin fee / account holder | $0 | $212-100.0% | $6,730-100.0% | $145-100.0% |