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 4-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 | $74,242 | $86,929-14.6% | $102,423-27.5% | $80,856-8.2% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 10438.29% | 18.88%+10419.4pp | 29.32%+10409.0pp | 35.59%+10402.7pp |
| Employer contribution / active EE | $6,662 | $2,369+181.2% | $3,023+120.4% | $2,755+141.8% |
| Participant deferral / active EE | $0 | $4,118-100.0% | $5,053-100.0% | $4,296-100.0% |
| Admin fee / account holder | $0 | $8,049-100.0% | $9,451-100.0% | $6,918-100.0% |