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 | $181,280 | $80,968+123.9% | $96,544+87.8% | $75,163+141.2% |
| Participation rate | 89.5% | 71.8%+17.8pp | 76.0%+13.6pp | 67.2%+22.3pp |
| Annual return | 19.71% | 27.06%-7.4pp | 25.84%-6.1pp | 160.62%-140.9pp |
| Employer contribution / active EE | $980 | $2,282-57.0% | $2,965-66.9% | $2,670-63.3% |
| Participant deferral / active EE | $6,103 | $3,928+55.4% | $4,851+25.8% | $4,125+48.0% |
| Admin fee / account holder | $19 | $6,724-99.7% | $8,252-99.8% | $5,651-99.7% |