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 | $131,053 | $88,083+48.8% | $164,813-20.5% | $74,495+75.9% |
| Participation rate | 94.8% | 73.0%+21.8pp | 78.6%+16.2pp | 67.2%+27.6pp |
| Annual return | 15.39% | 17.26%-1.9pp | 69.93%-54.5pp | 1364.94%-1349.6pp |
| Employer contribution / active EE | $2,496 | $2,593-3.7% | $4,341-42.5% | $2,623-4.8% |
| Participant deferral / active EE | $7,321 | $4,498+62.8% | $6,031+21.4% | $4,346+68.5% |
| Admin fee / account holder | $5 | $2,234-99.8% | $12,690-100.0% | $1,942-99.8% |