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 9-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 | $71,645 | $68,346+4.8% | $94,646-24.3% | $75,163-4.7% |
| Participation rate | 87.5% | 76.1%+11.4pp | 80.8%+6.7pp | 67.2%+20.3pp |
| Annual return | 19.40% | 616.93%-597.5pp | 156.71%-137.3pp | 160.62%-141.2pp |
| Employer contribution / active EE | $3,987 | $2,701+47.6% | $3,672+8.6% | $2,670+49.3% |
| Participant deferral / active EE | $12,321 | $6,537+88.5% | $7,418+66.1% | $4,125+198.7% |
| Admin fee / account holder | $11 | $5,326-99.8% | $7,231-99.8% | $5,651-99.8% |