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 | $219,414 | $51,197+328.6% | $82,719+165.3% | $66,914+227.9% |
| Participation rate | 100.0% | 67.8%+32.2pp | 72.6%+27.4pp | 69.8%+30.2pp |
| Annual return | -15.29% | -9.64%-5.7pp | 701.18%-716.5pp | 1.58%-16.9pp |
| Employer contribution / active EE | $19,515 | $2,611+647.5% | $3,009+548.6% | $2,544+667.0% |
| Participant deferral / active EE | $16,565 | $3,458+379.1% | $4,395+276.9% | $4,237+291.0% |
| Admin fee / account holder | $22 | $416-94.7% | $5,329-99.6% | $593-96.3% |