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 | $130,601 | $79,519+64.2% | $95,952+36.1% | $73,409+77.9% |
| Participation rate | 97.4% | 81.2%+16.2pp | 77.1%+20.3pp | 72.2%+25.2pp |
| Annual return | 28.84% | 19.20%+9.6pp | 91.61%-62.8pp | 59.29%-30.5pp |
| Employer contribution / active EE | $2,772 | $2,048+35.3% | $2,541+9.1% | $2,234+24.1% |
| Participant deferral / active EE | $5,847 | $4,138+41.3% | $4,167+40.3% | $3,805+53.6% |
| Admin fee / account holder | $20 | $184-89.4% | $6,795-99.7% | $158-87.6% |