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 | $133,721 | $76,670+74.4% | $96,683+38.3% | $71,457+87.1% |
| Participation rate | 100.0% | 66.6%+33.4pp | 74.3%+25.7pp | 67.9%+32.1pp |
| Annual return | 23.17% | 48.29%-25.1pp | 35.69%-12.5pp | 28.85%-5.7pp |
| Employer contribution / active EE | $1,024 | $3,031-66.2% | $3,737-72.6% | $2,588-60.4% |
| Participant deferral / active EE | $0 | $3,771-100.0% | $4,878-100.0% | $4,289-100.0% |
| Admin fee / account holder | $2 | $2,028-99.9% | $6,730-100.0% | $1,587-99.9% |