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 | $120,963 | $86,944+39.1% | $107,525+12.5% | $74,304+62.8% |
| Participation rate | 99.0% | 59.6%+39.4pp | 75.1%+23.9pp | 60.3%+38.6pp |
| Annual return | 64.65% | 23.52%+41.1pp | 181.32%-116.7pp | 29.43%+35.2pp |
| Employer contribution / active EE | $11,849 | $2,757+329.8% | $3,754+215.7% | $2,241+428.7% |
| Participant deferral / active EE | $0 | $3,554-100.0% | $5,116-100.0% | $3,767-100.0% |
| Admin fee / account holder | $0 | $3,727-100.0% | $8,919-100.0% | $2,969-100.0% |