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 5-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 | $43,827 | $101,317-56.7% | $146,958-70.2% | $74,495-41.2% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 15.80% | 8730.91%-8715.1pp | 418.34%-402.5pp | 1364.94%-1349.1pp |
| Employer contribution / active EE | $4,519 | $3,810+18.6% | $4,933-8.4% | $2,623+72.3% |
| Participant deferral / active EE | $9,431 | $7,303+29.1% | $8,070+16.9% | $4,346+117.0% |
| Admin fee / account holder | $30 | $1,739-98.3% | $12,998-99.8% | $1,942-98.5% |