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 4-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 | $34,173 | $102,317-66.6% | $146,958-76.7% | $80,856-57.7% |
| Participation rate | 96.3% | 75.8%+20.5pp | 82.2%+14.1pp | 67.6%+28.7pp |
| Annual return | 14.78% | 134.76%-120.0pp | 418.34%-403.6pp | 35.59%-20.8pp |
| Employer contribution / active EE | $4,002 | $3,713+7.8% | $4,933-18.9% | $2,755+45.3% |
| Participant deferral / active EE | $9,235 | $6,644+39.0% | $8,070+14.4% | $4,296+115.0% |
| Admin fee / account holder | $203 | $7,941-97.4% | $12,998-98.4% | $6,918-97.1% |