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 | $31,688 | $56,485-43.9% | $185,823-82.9% | $86,799-63.5% |
| Participation rate | 97.6% | 65.5%+32.2pp | 81.7%+15.9pp | 72.3%+25.4pp |
| Annual return | 12.78% | 118.04%-105.3pp | 122.05%-109.3pp | 97.91%-85.1pp |
| Employer contribution / active EE | $0 | $1,843-100.0% | $5,167-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $2,775 | $2,553+8.7% | $5,568-50.2% | $4,131-32.8% |
| Admin fee / account holder | $0 | $150-99.8% | $16,237-100.0% | $170-99.8% |