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 5-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 | $70,009 | $80,724-13.3% | $103,333-32.2% | $74,495-6.0% |
| Participation rate | 93.1% | 65.7%+27.4pp | 74.5%+18.6pp | 67.2%+25.9pp |
| Annual return | 64.56% | 27.56%+37.0pp | 24.88%+39.7pp | 1364.94%-1300.4pp |
| Employer contribution / active EE | $4,283 | $3,157+35.7% | $3,868+10.7% | $2,623+63.3% |
| Participant deferral / active EE | $0 | $3,860-100.0% | $5,057-100.0% | $4,346-100.0% |
| Admin fee / account holder | $0 | $2,368-100.0% | $8,355-100.0% | $1,942-100.0% |