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 7-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 | $89,904 | $91,418-1.7% | $87,100+3.2% | - |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.9%+23.1pp | - |
| Annual return | 62.82% | 14.06%+48.8pp | 28.19%+34.6pp | - |
| Employer contribution / active EE | $7,680 | $2,156+256.3% | $2,521+204.6% | - |
| Participant deferral / active EE | $0 | $3,251-100.0% | $4,049-100.0% | - |
| Admin fee / account holder | $0 | $8,929-100.0% | $7,497-100.0% | - |