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 | $201,056 | $60,323+233.3% | $81,812+145.8% | $74,495+169.9% |
| Participation rate | 89.3% | 62.9%+26.4pp | 72.3%+16.9pp | 67.2%+22.1pp |
| Annual return | 14.71% | 16.90%-2.2pp | 773.79%-759.1pp | 1364.94%-1350.2pp |
| Employer contribution / active EE | $4,253 | $2,620+62.3% | $2,912+46.0% | $2,623+62.1% |
| Participant deferral / active EE | $4,840 | $3,387+42.9% | $4,319+12.1% | $4,346+11.4% |
| Admin fee / account holder | $25 | $1,486-98.3% | $7,386-99.7% | $1,942-98.7% |