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 | $69,594 | $66,302+5.0% | $110,238-36.9% | $56,287+23.6% |
| Participation rate | 100.0% | 74.9%+25.1pp | 79.8%+20.2pp | 69.9%+30.1pp |
| Annual return | 87.66% | -1.18%+88.8pp | 314.74%-227.1pp | -9.96%+97.6pp |
| Employer contribution / active EE | $6,575 | $2,047+221.2% | $3,826+71.8% | $2,111+211.5% |
| Participant deferral / active EE | $0 | $3,381-100.0% | $4,672-100.0% | $3,350-100.0% |
| Admin fee / account holder | $0 | $698-100.0% | $8,547-100.0% | $521-100.0% |