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 8-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 | $32,899 | $100,801-67.4% | $149,696-78.0% | $73,409-55.2% |
| Participation rate | 80.0% | 77.7%+2.3pp | 82.5%-2.5pp | 72.2%+7.8pp |
| Annual return | 51.42% | 265.34%-213.9pp | 276.60%-225.2pp | 59.29%-7.9pp |
| Employer contribution / active EE | $1,298 | $3,312-60.8% | $4,644-72.1% | $2,234-41.9% |
| Participant deferral / active EE | $10,345 | $6,404+61.5% | $6,842+51.2% | $3,805+171.8% |
| Admin fee / account holder | $1 | $181-99.5% | $9,309-100.0% | $158-99.5% |