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 | $126,281 | $60,165+109.9% | $74,183+70.2% | $55,167+128.9% |
| Participation rate | 98.6% | 74.2%+24.4pp | 76.6%+22.0pp | 69.0%+29.6pp |
| Annual return | 13.23% | 10.00%+3.2pp | 17.74%-4.5pp | 169.23%-156.0pp |
| Employer contribution / active EE | $14,151 | $1,600+784.6% | $2,370+497.1% | $1,963+621.0% |
| Participant deferral / active EE | $0 | $2,973-100.0% | $3,550-100.0% | $3,054-100.0% |
| Admin fee / account holder | $1 | $419-99.8% | $5,586-100.0% | $504-99.8% |