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 | $115,194 | $155,795-26.1% | $136,294-15.5% | $69,631+65.4% |
| Participation rate | 98.5% | 75.2%+23.3pp | 81.9%+16.6pp | 70.7%+27.8pp |
| Annual return | 21.90% | 232464.33%-232442.4pp | 5155.94%-5134.0pp | 27571.02%-27549.1pp |
| Employer contribution / active EE | $8,401 | $2,991+180.9% | $4,695+78.9% | $2,032+313.4% |
| Participant deferral / active EE | $0 | $5,394-100.0% | $6,247-100.0% | $3,224-100.0% |
| Admin fee / account holder | $0 | $128-100.0% | $9,243-100.0% | $110-100.0% |