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 | $112,537 | $54,705+105.7% | $71,209+58.0% | $84,808+32.7% |
| Participation rate | 95.2% | 64.1%+31.2pp | 73.8%+21.5pp | 68.3%+26.9pp |
| Annual return | 15.24% | 35.90%-20.7pp | 282.51%-267.3pp | 40.90%-25.7pp |
| Employer contribution / active EE | $5,082 | $2,158+135.5% | $2,721+86.8% | $2,631+93.2% |
| Participant deferral / active EE | $3,990 | $3,030+31.7% | $4,175-4.4% | $4,212-5.3% |
| Admin fee / account holder | $0 | $4,863-100.0% | $5,349-100.0% | $7,344-100.0% |