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 | $82,039 | $69,763+17.6% | $67,502+21.5% | $74,495+10.1% |
| Participation rate | 98.5% | 71.4%+27.2pp | 72.9%+25.6pp | 67.2%+31.3pp |
| Annual return | 17.17% | -40.34%+57.5pp | 3512.12%-3495.0pp | 1364.94%-1347.8pp |
| Employer contribution / active EE | $1,387 | $2,704-48.7% | $2,731-49.2% | $2,623-47.1% |
| Participant deferral / active EE | $5,757 | $3,636+58.3% | $4,000+43.9% | $4,346+32.5% |
| Admin fee / account holder | $6 | $896-99.4% | $3,998-99.9% | $1,942-99.7% |