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 | $143,133 | $71,142+101.2% | $119,609+19.7% | $64,808+120.9% |
| Participation rate | 99.4% | 78.6%+20.8pp | 79.3%+20.2pp | 71.5%+28.0pp |
| Annual return | 7.03% | -10.01%+17.0pp | -14.97%+22.0pp | 32.82%-25.8pp |
| Employer contribution / active EE | $5,496 | $2,497+120.1% | $4,232+29.9% | $2,506+119.3% |
| Participant deferral / active EE | $0 | $4,490-100.0% | $5,602-100.0% | $4,310-100.0% |
| Admin fee / account holder | $0 | $162-100.0% | $10,323-100.0% | $188-100.0% |