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 | $208,068 | $73,638+182.6% | $95,952+116.8% | $73,488+183.1% |
| Participation rate | 91.3% | 76.2%+15.2pp | 77.1%+14.3pp | 70.7%+20.6pp |
| Annual return | 13.36% | 16.78%-3.4pp | 91.61%-78.3pp | 28.51%-15.2pp |
| Employer contribution / active EE | $4,075 | $1,863+118.7% | $2,541+60.4% | $2,270+79.5% |
| Participant deferral / active EE | $0 | $3,617-100.0% | $4,167-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $482-100.0% | $6,795-100.0% | $513-100.0% |