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 | $152,574 | $79,171+92.7% | $102,423+49.0% | $74,495+104.8% |
| Participation rate | 100.0% | 74.8%+25.2pp | 76.5%+23.5pp | 67.2%+32.8pp |
| Annual return | 13.77% | 54.93%-41.2pp | 29.32%-15.5pp | 1364.94%-1351.2pp |
| Employer contribution / active EE | $11,948 | $2,362+405.8% | $3,023+295.2% | $2,623+355.5% |
| Participant deferral / active EE | $0 | $4,415-100.0% | $5,053-100.0% | $4,346-100.0% |
| Admin fee / account holder | $12 | $2,001-99.4% | $9,451-99.9% | $1,942-99.4% |