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 | $207,184 | $84,784+144.4% | $98,439+110.5% | $74,419+178.4% |
| Participation rate | 99.8% | 81.5%+18.2pp | 75.2%+24.6pp | 70.7%+29.0pp |
| Annual return | 159.81% | 20.59%+139.2pp | 21.16%+138.7pp | 34.38%+125.4pp |
| Employer contribution / active EE | $3,723 | $3,364+10.7% | $3,048+22.1% | $2,637+41.2% |
| Participant deferral / active EE | $0 | $5,218-100.0% | $4,738-100.0% | $4,528-100.0% |
| Admin fee / account holder | $0 | $204-100.0% | $8,948-100.0% | $348-100.0% |