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 8-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 | $212,161 | $40,385+425.3% | $80,569+163.3% | $74,419+185.1% |
| Participation rate | 99.1% | 47.4%+51.7pp | 67.0%+32.1pp | 70.7%+28.4pp |
| Annual return | 36.27% | 164.85%-128.6pp | 935.43%-899.2pp | 34.38%+1.9pp |
| Employer contribution / active EE | $9,770 | $1,496+553.0% | $2,723+258.7% | $2,637+270.4% |
| Participant deferral / active EE | $0 | $2,674-100.0% | $4,447-100.0% | $4,528-100.0% |
| Admin fee / account holder | $1 | $720-99.9% | $5,377-100.0% | $348-99.7% |