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 | $232,171 | $81,248+185.8% | $155,509+49.3% | $80,856+187.1% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 14.63% | 33.31%-18.7pp | 64.67%-50.0pp | 35.59%-21.0pp |
| Employer contribution / active EE | $5,224 | $3,100+68.5% | $4,672+11.8% | $2,755+89.6% |
| Participant deferral / active EE | $10,520 | $3,452+204.8% | $5,626+87.0% | $4,296+144.9% |
| Admin fee / account holder | $117 | $7,997-98.5% | $15,912-99.3% | $6,918-98.3% |