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 | $219,216 | $64,909+237.7% | $82,313+166.3% | $62,292+251.9% |
| Participation rate | 95.0% | 74.9%+20.1pp | 76.9%+18.1pp | 69.5%+25.5pp |
| Annual return | 20.60% | 21.18%-0.6pp | 25.88%-5.3pp | 28.90%-8.3pp |
| Employer contribution / active EE | $11,909 | $1,676+610.5% | $2,428+390.4% | $2,042+483.1% |
| Participant deferral / active EE | $0 | $3,103-100.0% | $3,706-100.0% | $3,169-100.0% |
| Admin fee / account holder | $0 | $440-100.0% | $5,608-100.0% | $479-100.0% |