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 | $57,287 | $53,165+7.8% | $86,188-33.5% | $74,419-23.0% |
| Participation rate | 100.0% | 64.9%+35.1pp | 69.0%+31.0pp | 70.7%+29.3pp |
| Annual return | 26.89% | 22.64%+4.2pp | 1168.45%-1141.6pp | 34.38%-7.5pp |
| Employer contribution / active EE | $5,256 | $1,210+334.4% | $2,380+120.8% | $2,637+99.3% |
| Participant deferral / active EE | $0 | $3,234-100.0% | $3,985-100.0% | $4,528-100.0% |
| Admin fee / account holder | $5 | $551-99.1% | $6,852-99.9% | $348-98.6% |