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 | $145,965 | $72,254+102.0% | $86,677+68.4% | $64,808+125.2% |
| Participation rate | 90.3% | 80.4%+9.9pp | 76.6%+13.7pp | 71.5%+18.8pp |
| Annual return | 6.62% | 392.42%-385.8pp | 35.91%-29.3pp | 32.82%-26.2pp |
| Employer contribution / active EE | $16,892 | $2,393+605.9% | $2,836+495.5% | $2,506+574.1% |
| Participant deferral / active EE | $0 | $4,658-100.0% | $4,656-100.0% | $4,310-100.0% |
| Admin fee / account holder | $0 | $174-100.0% | $7,493-100.0% | $188-100.0% |