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 | $81,630 | $104,475-21.9% | $159,436-48.8% | $79,386+2.8% |
| Participation rate | 100.0% | 76.6%+23.4pp | 82.8%+17.2pp | 70.7%+29.3pp |
| Annual return | 88.64% | 67.95%+20.7pp | 263.57%-174.9pp | 116.85%-28.2pp |
| Employer contribution / active EE | $1,757 | $3,417-48.6% | $4,829-63.6% | $2,427-27.6% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $7,352-100.0% | $4,046-100.0% |
| Admin fee / account holder | $9 | $711-98.7% | $10,799-99.9% | $626-98.5% |