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 | $119,160 | $49,451+141.0% | $79,550+49.8% | $66,914+78.1% |
| Participation rate | 100.0% | 61.3%+38.7pp | 69.5%+30.5pp | 69.8%+30.2pp |
| Annual return | 13.52% | 84.25%-70.7pp | 0.16%+13.4pp | 1.58%+11.9pp |
| Employer contribution / active EE | $3,091 | $1,266+144.2% | $2,413+28.1% | $2,544+21.5% |
| Participant deferral / active EE | $0 | $3,159-100.0% | $3,985-100.0% | $4,237-100.0% |
| Admin fee / account holder | $13 | $595-97.9% | $6,832-99.8% | $593-97.9% |