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 | $120,190 | $86,655+38.7% | $119,609+0.5% | $66,914+79.6% |
| Participation rate | 100.0% | 75.6%+24.4pp | 79.3%+20.7pp | 69.8%+30.2pp |
| Annual return | 18.69% | -8.00%+26.7pp | -14.97%+33.7pp | 1.58%+17.1pp |
| Employer contribution / active EE | $8,669 | $2,536+241.8% | $4,232+104.8% | $2,544+240.7% |
| Participant deferral / active EE | $0 | $4,358-100.0% | $5,602-100.0% | $4,237-100.0% |
| Admin fee / account holder | $67 | $755-91.1% | $10,323-99.3% | $593-88.7% |