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 | $40,629 | $44,960-9.6% | $84,966-52.2% | $74,495-45.5% |
| Participation rate | 95.1% | 49.4%+45.7pp | 67.5%+27.6pp | 67.2%+27.9pp |
| Annual return | 60.68% | 26.24%+34.4pp | 66.38%-5.7pp | 1364.94%-1304.3pp |
| Employer contribution / active EE | $3,327 | $1,457+128.3% | $2,727+22.0% | $2,623+26.8% |
| Participant deferral / active EE | $0 | $2,731-100.0% | $4,519-100.0% | $4,346-100.0% |
| Admin fee / account holder | $0 | $2,209-100.0% | $6,149-100.0% | $1,942-100.0% |