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 | $205,324 | $72,607+182.8% | $90,749+126.3% | $66,914+206.8% |
| Participation rate | 99.1% | 73.7%+25.4pp | 75.7%+23.4pp | 69.8%+29.3pp |
| Annual return | 4.73% | -12.28%+17.0pp | -12.16%+16.9pp | 1.58%+3.1pp |
| Employer contribution / active EE | $14,295 | $2,369+503.5% | $2,921+389.4% | $2,544+461.9% |
| Participant deferral / active EE | $0 | $3,977-100.0% | $4,564-100.0% | $4,237-100.0% |
| Admin fee / account holder | $0 | $707-100.0% | $8,445-100.0% | $593-100.0% |