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 | $243,560 | $72,254+237.1% | $86,677+181.0% | $64,808+275.8% |
| Participation rate | 93.2% | 80.4%+12.8pp | 76.6%+16.6pp | 71.5%+21.7pp |
| Annual return | 20.26% | 392.42%-372.2pp | 35.91%-15.6pp | 32.82%-12.6pp |
| Employer contribution / active EE | $6,488 | $2,393+171.1% | $2,836+128.7% | $2,506+158.9% |
| Participant deferral / active EE | $0 | $4,658-100.0% | $4,656-100.0% | $4,310-100.0% |
| Admin fee / account holder | $0 | $174-100.0% | $7,493-100.0% | $188-100.0% |