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 | $137,909 | $92,055+49.8% | $106,213+29.8% | $77,643+77.6% |
| Participation rate | 99.6% | 81.0%+18.6pp | 75.3%+24.4pp | 70.6%+29.1pp |
| Annual return | 16.75% | 17.91%-1.2pp | 116.14%-99.4pp | 31.24%-14.5pp |
| Employer contribution / active EE | $11,382 | $3,367+238.0% | $3,171+258.9% | $2,726+317.6% |
| Participant deferral / active EE | $0 | $5,386-100.0% | $5,016-100.0% | $4,647-100.0% |
| Admin fee / account holder | $0 | $219-100.0% | $11,033-100.0% | $430-100.0% |