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 | $187,548 | $78,672+138.4% | $109,143+71.8% | $85,850+118.5% |
| Participation rate | 98.8% | 68.3%+30.5pp | 75.9%+22.9pp | 69.3%+29.5pp |
| Annual return | 14.59% | 25.09%-10.5pp | 25.75%-11.2pp | 318.53%-303.9pp |
| Employer contribution / active EE | $16,074 | $2,735+487.8% | $3,722+331.9% | $2,565+526.6% |
| Participant deferral / active EE | $0 | $3,467-100.0% | $4,653-100.0% | $3,952-100.0% |
| Admin fee / account holder | $0 | $5,469-100.0% | $6,752-100.0% | $6,260-100.0% |