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 | $72,106 | $101,883-29.2% | $453,369-84.1% | $85,850-16.0% |
| Participation rate | 98.9% | 72.3%+26.6pp | 78.0%+20.9pp | 69.3%+29.6pp |
| Annual return | 23.12% | 25.38%-2.3pp | 64.40%-41.3pp | 318.53%-295.4pp |
| Employer contribution / active EE | $4,240 | $2,847+48.9% | $4,070+4.2% | $2,565+65.3% |
| Participant deferral / active EE | $0 | $4,782-100.0% | $6,209-100.0% | $3,952-100.0% |
| Admin fee / account holder | $0 | $5,706-100.0% | $11,209-100.0% | $6,260-100.0% |