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 | $90,119 | $88,083+2.3% | $164,813-45.3% | $74,495+21.0% |
| Participation rate | 96.1% | 73.0%+23.1pp | 78.6%+17.5pp | 67.2%+28.9pp |
| Annual return | 17.27% | 17.26%0pp | 69.93%-52.7pp | 1364.94%-1347.7pp |
| Employer contribution / active EE | $3,961 | $2,593+52.8% | $4,341-8.8% | $2,623+51.0% |
| Participant deferral / active EE | $9,569 | $4,498+112.8% | $6,031+58.7% | $4,346+120.2% |
| Admin fee / account holder | $17 | $2,234-99.2% | $12,690-99.9% | $1,942-99.1% |