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 | $36,299 | $53,136-31.7% | $155,509-76.7% | $199,593-81.8% |
| Participation rate | 93.2% | 64.1%+29.1pp | 78.2%+15.0pp | 72.0%+21.2pp |
| Annual return | 213.11% | 41.15%+172.0pp | 64.67%+148.4pp | 34.25%+178.9pp |
| Employer contribution / active EE | $568 | $1,851-69.3% | $4,672-87.9% | $3,034-81.3% |
| Participant deferral / active EE | $0 | $3,161-100.0% | $5,626-100.0% | $5,087-100.0% |
| Admin fee / account holder | $0 | $185-100.0% | $15,912-100.0% | $269-100.0% |