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 | $70,023 | $73,638-4.9% | $95,952-27.0% | $73,488-4.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 77.1%+22.9pp | 70.7%+29.3pp |
| Annual return | 36.14% | 16.78%+19.4pp | 91.61%-55.5pp | 28.51%+7.6pp |
| Employer contribution / active EE | $6,429 | $1,863+245.1% | $2,541+153.0% | $2,270+183.2% |
| Participant deferral / active EE | $0 | $3,617-100.0% | $4,167-100.0% | $3,740-100.0% |
| Admin fee / account holder | $7 | $482-98.5% | $6,795-99.9% | $513-98.6% |