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 | $30,415 | $52,293-41.8% | $178,490-83.0% | $73,409-58.6% |
| Participation rate | 97.9% | 65.3%+32.5pp | 81.9%+15.9pp | 72.2%+25.7pp |
| Annual return | 12.96% | 34.75%-21.8pp | 151.07%-138.1pp | 59.29%-46.3pp |
| Employer contribution / active EE | $1,947 | $1,735+12.2% | $5,011-61.1% | $2,234-12.8% |
| Participant deferral / active EE | $0 | $2,332-100.0% | $5,202-100.0% | $3,805-100.0% |
| Admin fee / account holder | $0 | $127-99.9% | $13,984-100.0% | $158-99.9% |