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 | $96,042 | $76,670+25.3% | $96,683-0.7% | $71,457+34.4% |
| Participation rate | 99.1% | 66.6%+32.6pp | 74.3%+24.8pp | 67.9%+31.2pp |
| Annual return | 36.79% | 48.29%-11.5pp | 35.69%+1.1pp | 28.85%+7.9pp |
| Employer contribution / active EE | $7,488 | $3,031+147.0% | $3,737+100.4% | $2,588+189.4% |
| Participant deferral / active EE | $0 | $3,771-100.0% | $4,878-100.0% | $4,289-100.0% |
| Admin fee / account holder | $0 | $2,028-100.0% | $6,730-100.0% | $1,587-100.0% |