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 | $121,986 | $84,487+44.4% | $125,339-2.7% | $66,914+82.3% |
| Participation rate | 95.2% | 76.4%+18.8pp | 82.4%+12.8pp | 69.8%+25.4pp |
| Annual return | 15.18% | -8.39%+23.6pp | 572.05%-556.9pp | 1.58%+13.6pp |
| Employer contribution / active EE | $3,651 | $3,553+2.8% | $4,814-24.2% | $2,544+43.5% |
| Participant deferral / active EE | $0 | $6,781-100.0% | $7,446-100.0% | $4,237-100.0% |
| Admin fee / account holder | $3 | $685-99.5% | $10,010-100.0% | $593-99.4% |