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 | $151,744 | $198,836-23.7% | $103,333+46.8% | - |
| Participation rate | 89.9% | 60.8%+29.1pp | 74.5%+15.4pp | - |
| Annual return | 57.20% | 12.43%+44.8pp | 24.88%+32.3pp | - |
| Employer contribution / active EE | $10,208 | $2,607+291.5% | $3,868+163.9% | - |
| Participant deferral / active EE | $0 | $3,407-100.0% | $5,057-100.0% | - |
| Admin fee / account holder | $0 | $10,004-100.0% | $8,355-100.0% | - |