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 | $135,690 | $61,756+119.7% | $70,092+93.6% | $77,904+74.2% |
| Participation rate | 94.9% | 79.9%+15.1pp | 70.5%+24.5pp | 73.7%+21.3pp |
| Annual return | -13.94% | -11.86%-2.1pp | 190.73%-204.7pp | 12.21%-26.1pp |
| Employer contribution / active EE | $5,546 | $2,706+104.9% | $2,559+116.8% | $2,848+94.8% |
| Participant deferral / active EE | $6,857 | $3,977+72.4% | $3,849+78.2% | $4,806+42.7% |
| Admin fee / account holder | $0 | $101-100.0% | $6,267-100.0% | $133-100.0% |