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 | $176,590 | $82,032+115.3% | $123,104+43.4% | $59,632+196.1% |
| Participation rate | 93.3% | 83.2%+10.1pp | 86.8%+6.6pp | 68.7%+24.7pp |
| Annual return | 9.82% | 5.12%+4.7pp | 13.22%-3.4pp | 2041.28%-2031.5pp |
| Employer contribution / active EE | $3,669 | $3,297+11.3% | $5,151-28.8% | $2,203+66.6% |
| Participant deferral / active EE | $4,010 | $4,667-14.1% | $6,230-35.6% | $3,192+25.6% |
| Admin fee / account holder | $0 | $5,881-100.0% | $9,015-100.0% | $4,297-100.0% |