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 | $53,166 | $75,388-29.5% | $123,544-57.0% | $55,725-4.6% |
| Participation rate | 98.9% | 75.7%+23.2pp | 82.3%+16.6pp | 70.9%+28.0pp |
| Annual return | 31.41% | 4.48%+26.9pp | 119.20%-87.8pp | 244.93%-213.5pp |
| Employer contribution / active EE | $2,602 | $3,063-15.0% | $4,628-43.8% | $2,078+25.2% |
| Participant deferral / active EE | $0 | $5,651-100.0% | $6,426-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $120-100.0% | $9,284-100.0% | $115-100.0% |