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 | $199,205 | $89,248+123.2% | $136,007+46.5% | $74,495+167.4% |
| Participation rate | 95.8% | 69.4%+26.4pp | 76.5%+19.3pp | 67.2%+28.6pp |
| Annual return | 13.68% | 22.76%-9.1pp | 579.32%-565.6pp | 1364.94%-1351.3pp |
| Employer contribution / active EE | $18,420 | $2,838+549.1% | $4,217+336.9% | $2,623+602.3% |
| Participant deferral / active EE | $13,362 | $4,598+190.6% | $7,025+90.2% | $4,346+207.5% |
| Admin fee / account holder | $182 | $1,545-88.2% | $6,858-97.3% | $1,942-90.6% |