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 | $129,151 | $79,171+63.1% | $102,423+26.1% | $74,495+73.4% |
| Participation rate | 77.6% | 74.8%+2.8pp | 76.5%+1.1pp | 67.2%+10.4pp |
| Annual return | 18.00% | 54.93%-36.9pp | 29.32%-11.3pp | 1364.94%-1346.9pp |
| Employer contribution / active EE | $2,790 | $2,362+18.1% | $3,023-7.7% | $2,623+6.4% |
| Participant deferral / active EE | $6,261 | $4,415+41.8% | $5,053+23.9% | $4,346+44.1% |
| Admin fee / account holder | $20 | $2,001-99.0% | $9,451-99.8% | $1,942-99.0% |