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 | $135,465 | $88,083+53.8% | $164,813-17.8% | $74,495+81.8% |
| Participation rate | 97.5% | 73.0%+24.4pp | 78.6%+18.8pp | 67.2%+30.3pp |
| Annual return | 78.75% | 17.26%+61.5pp | 69.93%+8.8pp | 1364.94%-1286.2pp |
| Employer contribution / active EE | $23,373 | $2,593+801.4% | $4,341+438.4% | $2,623+791.1% |
| Participant deferral / active EE | $0 | $4,498-100.0% | $6,031-100.0% | $4,346-100.0% |
| Admin fee / account holder | $0 | $2,234-100.0% | $12,690-100.0% | $1,942-100.0% |