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 6-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 | $102,235 | $59,584+71.6% | $86,874+17.7% | $79,386+28.8% |
| Participation rate | 100.0% | 67.7%+32.3pp | 71.6%+28.4pp | 70.7%+29.3pp |
| Annual return | 224.40% | 23.15%+201.3pp | 63.52%+160.9pp | 116.85%+107.6pp |
| Employer contribution / active EE | $9,985 | $1,768+464.9% | $2,495+300.2% | $2,427+311.4% |
| Participant deferral / active EE | $0 | $3,036-100.0% | $3,699-100.0% | $4,046-100.0% |
| Admin fee / account holder | $2 | $604-99.7% | $5,828-100.0% | $626-99.7% |