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 | $49,595 | $91,407-45.7% | $135,903-63.5% | $71,457-30.6% |
| Participation rate | 99.6% | 75.7%+23.9pp | 81.9%+17.7pp | 67.9%+31.6pp |
| Annual return | 29.81% | 29.90%-0.1pp | 68.23%-38.4pp | 28.85%+1.0pp |
| Employer contribution / active EE | $5,991 | $3,703+61.8% | $4,856+23.4% | $2,588+131.5% |
| Participant deferral / active EE | $0 | $7,092-100.0% | $7,758-100.0% | $4,289-100.0% |
| Admin fee / account holder | $1 | $1,266-99.9% | $10,762-100.0% | $1,587-100.0% |